Generate Billing Records

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'.

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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'. mceclip3.png

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.

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3. View Billing Records

Click 'View Records'.

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Note: Generate other billing period records by selecting other billing periods and clicking on 'Generate Records'.