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

APX (Abacus Payment Exchange)

E-Billing

QuickBooks Link

Billing - QuickBooks Desktop Link

Billing - QuickBooks Online Link

[Main Topics]