AdvologixPM

Billing from Outlook During a Send-n-Sync

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A billing can also be adding during the Send and Sync Process in Outlook and it will be reflected in Advologix.

Open Outlook

Open Outlook

Choose to create a New Email

Create a New Email

Create a New Email
  1. After adding the information as needed in the email.
  2. Click the Send and Sync - AdvologixPM button
  3. You will receive the Contact/Matter Selection and Billing pop-up

Contact/Matter Selection & Billing Pop-up

Contact/Matter Selection and Billing pop-up
  1. Choose the whom and what details 
  2. Check the 'Add Billing' check box
  3. Fill in the appropriate information - [Rate Amount will change to the Default rate - from the associated matter record chosen (as set in Advologix)]
  4. Click Sync

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

Checking 'Add Billing' brings up the Billing popup
  1. Fill in the appropriate information
  2. Rate Amount will change to the Default rate - from the associated matter record chosen (as set in Advologix)
  3. Click Add Bill
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