Add a Charge Go to Case Files. Select a case file. Navigate to Billing > Charges. Click + Add Charge. Ensure the correct Service date … Read more
Billing and Collections
Create and Manage Invoices
Invoices serve as formal records of billable services and products provided to a client. The system allows you to create, preview, and manage invoices efficiently, … Read more
Reconcile Payments
Reconciling payments ensures that recorded transactions in the system match actual payments received. This process helps maintain accurate financial records, prevent discrepancies, and ensure all … Read more