Billing records are always assigned to a Matter and Account but Billing records can be created in relationship to all primary record types in Advologix.
Look for the "Add Billing" Checkbox
The Add Billing checkbox is located in the same area on all primary record type forms.
When creating and saving a new record, when this checkbox is Enabled a Billing form will appear when the form is saved.
Confirm Billing Action
Click Ok
Billing Edit Screen
Fill in the required and desired information for the billing
Section details below:
General Information
Add General Information:
- Choose Previous Billing if one is associated
- Choose a Matter to relate the billing to
- Choose a Billing Type [Time or Expense] (required)
- Category (if desired - See Categories)
- Code (if desired - See Codes)
- Activity Code (if desired - See Activity Codes)
Billing Details
Timekeeper defaults to the Person entering the billing
Set Billing Details
- Date defaults to today - Change if desired (required)
- Hours (required)
- Rate Amount (required)
-
Invoice As (required)
- Billable
- Not Billable
- No Charge
- Rate Type allows you to choose whether to use the default Matter Rate, the default Account Rate, the default Timekeeper Rate or choose a pre-defined rate from the Rate Table.
Description
Add a Description of the billing
Additional Information
(Optional) Choose a Note, Managed Content, or Research to attach to the billing - if applicable/desired.
Select Save
