Billing

Billing

With Amicus integrated billing enabled, you can create bills, receive payments, and manage trust and general retainer on files. You can perform most of these functions from the Billing module or from the Billing or Trust view of a file.

The Billing module and functions are available to the Amicus administrator, and the Billing Users and Supervisors. Time entries and expenses, however, may be created by any user, even if billing is not enabled.

Topics

●        Create a draft bill

●        Create an invoice and finalize a bill

●        Finalize a Draft Bill

●        Batch billing - Create multiple draft/final bills

●        Batch billing - Finalize draft bills, create invoices

●        View your bills and payments (includes WIP files/clients list)

●        Enter a payment on invoices

●        Payment Request

●        Add general retainer funds

●        Write off invoices fully or partially

●        Send late payment reminders (Collection Assistant) (to send late payment reminders)

●        Enable integrated billing for the firm

●        Customize billing features

●        Set retainer replenishment amounts on bills

●        Refunding the balance of the Retainer

●        Set opening balances

●        E-Billing

QuickBooks Link

●        Billing - QuickBooks Desktop Link

●        Billing - QuickBooks Online Link

[Main Topics]

Amicus Cloud (July 2023)

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