Overview
Before you start sending invoices to clients, there are a few firm settings you should be aware of to ensure the correct information displays on invoices.
Let's review the billing options in Firm Settings.
Setup Organization Billing Information
Administrators will have access to the Firm Settings page which is where you will configure all of your firm billing settings.
Click on your name in the upper right navigation bar
From the dropdown navigation, select "Firm Settings"
In the top header section, you will noticed on the left side there will be an area for you to upload your firm's logo.
Note: This logo will be used to display at the top of your invoices. If no logo is selected here, no logo will display on your invoices - only your firm name will display on invoices.
In the right area, enter your Organization Name which will be displayed on invoices
Enter Website if desired
Enter Tax ID (required)
Select Timezone which will also be used as the firm's timezone for reporting purposes
Select Main Location or Add New Location
Select Main Contact
This list is pulled from the Member Directory under the Members tab
We recommend adding a phone number with type "Billing" for this contact which will display on the invoice as billing contact information
Once you've entered your firm's billing information, you will need to configure your firm's billing options for generating invoices.
Setup Organization Billing Configurations
Continue in Firm Settings, click on the "Configurations" tab
Click on "Configurations" tab on Firm settings page
Under the Billing and Payments section, edit your settings:
Round time entries up to next minute increment
Default firm bill rate
Use member initials on invoices (default is disabled which will display each firm member's first and last name on invoices
Enable LEDES billing
Default InvoiceEmail Summary
None
Client Summary
Matter Summary
Invoice Summary
Default Invoice PDF Summary
None
Client Summary
Matter Summary
Invoice Summary
Default Auto Allocation Type
Auto Allocate to Expenses First (default)
Auto Allocate to Fees First
You've successfully setup your firm's billing configurations.
We suggest you create a sample pre-bill to see if you need to modify your configuration options before sending invoices to clients.
Next, learn how to Firm Custom Contact And Matter Numbers