This menu gives users the ability to control all aspects of billing in AdvologixPM.
Billing Setup Menu
- Advologix Billing Setup: See Firm-wide Billing Setup.
- Billing Timekeepers: See Timekeeper Setup.
- Fund Accounts: See Fund Accounts.
- Rate Table: Setup an optional list of rates for Fees and Expenses. These rates are used to override Matter, Account or Timekeeper rates when creating Billing records.
- Account Statement Configurations: Configure the Account Statements look, feel and content generated for invoices and statements to your clients.
- Beginning Balances: Use beginning balances to add beginning balances to Matters.