AdvologixPM

Billing from Outlook Using the Add Billing Button on the Toolbar

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Open Outlook

Open Outlook

Choose Item to Bill Contact (Ad Hoc), Task, Email, Event

Choose Item to Bill~ Contact (Ad Hoc), Task, Email, Event

Choose a Contacts

Choose a Contact to add an AdHoc billing - (unassociated to email, event, or task from Outlook)

Click Add Billing on AdvologixPM toolbar

Choose Tasks

Choose a Task to add an billing

Click Add Billing on AdvologixPM toolbar

Choose Mail

Choose an email (from whichever folder it is located) to add an billing

Click Add Billing on AdvologixPM toolbar

Choose Calendar

Choose an event to add an billing

Click Add Billing on AdvologixPM toolbar

Clicking 'Add Billing' Brings up the Billing Pop-up

Clicking 'Add Billing' brings up the billing popup

Fill in the appropriate information

Rate Amount will change to the Default rate  - from the associated matter record chosen (as set in Advologix)

Click Add Bill

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