This article outlines the steps to generate client billing records.
1. Assign Client Fee Schedule
From Client Billing > Client Profiles → select/checkmark specific clients under 'Bulk Action' → select 'Assign fee schedule to client' → select fee schedule to assign → click 'Assign Fee Schedule'.
2. Generate Billing Records
From Client Billing > Client Profiles, select/checkmark specific clients → under 'Bulk Action', select 'Generate records' → click 'Generate Records' → from the pull-down menu, select a billing period → click 'Generate Records'.
Note: If the firm has different fee schedule settings (ie In Arrears and In Advance, Monthly and Quarterly, etc), there can be multiple billing options shown.
3. View Billing Records
Click 'View Records'.
Note: Generate other billing period records by selecting other billing periods and clicking on 'Generate Records'.