AdvologixPM

Quick Start Tab: General Billing Setup Options

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AdvologixPM provides basic billing functionality suitable for most firms desiring integrated billing with their practice management. If your firm will be using the AdvologixPM Billing features please complete the following Billing Setup procedures.

Navigate to the Quick Start TAB

Select the AdvologixPM Setup Menu

Select the AdvologixPM Setup Menu

1. General Billing Options:  Brings you to AdvologixPM Setup ~ Billing Setup links page (Shown Below)

2. Timekeepers:  Brings you to Timekeeper Setup page

3. Trust, Retainer and Collection Accounts:  Brings you to Fund Accounts Setup page

4. Global Rate Table:  Brings you to Rates Setup page

5. Invoice and Statement Layouts:  Brings you to Invoice/Statement configurations page Setup page

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