Setting Billing Options for the Firm

Billing defaults you can select for your firm include the following:

  • Whether invoice numbers are generated by firm or by office
  • The invoice template
  • Default invoice headers and footers
  • The office to use on invoices and statements
  • Methods of dating an invoice
  • Email addresses to use for invoice emails
  • Prorating methods, reasons, and whether to include expenses in write up and write down calculations

Individuals who have rights to override the firm's settings can override the firm's bill through date in the Billing module. Otherwise, the defaults set in this procedure apply to all billings.

Tip: You can expand areas in this window by clicking to the right of the section header.

To set up billing defaults for your firm, do the following:

  1. Open Dashboard, click Application Links on the navigation panel, and then click Settings and defaults under Firm.
  2. Click Practice > Billing Settings on the navigation panel.
  3. Enter your firm's default preferences in each section of the window.
    • ClosedFirm defaults
    • ClosedOffice setup for invoice number This section is only available if you selected to generate invoice numbers by office.
    • ClosedInvoice date
    • ClosedProrate write up write down
    • ClosedInvoice totals
  4. Click OK.