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  3. Billing

Billing

  • Setting up payment terms
  • Creating invoices in Core
  • Creating invoices from billing schedules
  • Applying retainers and discounts on invoices
  • Creating joint invoices
  • Managing invoices in Core
  • Managing invoice templates
  • Recurring billing in Core
  • Automatic billing in Core
  • Using split billing
  • Percent complete billing in Core
  • Progress billing in Core
  • Using write-up/write-down in Core
  • Emailing and printing statements
  • Exporting invoices to LEDES
  • Recording payments in Core
  • Managing payments in Core
  • Handling bounced checks
  • Applying client credits on invoices
  • Making online payments
  • Managing retainers in Core
  • Memorizing retainer invoices
  • Processing late fee invoices
  • Managing collections in Core
  • Using credit memos

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