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:
Select default firm member
Automated charges created by ZenCase, for example interest, will be created and assigned to this firm member by default.
Round time entries up to next minute increment
Default firm bill rate
Copy Billing Notes to Pre-Bill Notes
Default Apply Trust Funds
Use member initials on invoices (default is disabled which will display each firm member's first and last name on invoices
Enable LEDES billing
LEDES Law Firm ID is your Tax ID, however this can be overridden at the client level as needed.
Interest Enabled
When enabled, you will see more options to configure interest settings
Default Invoice Email Summary
None
Client Summary
Matter Summary
Invoice Summary
Default Auto Allocation Type
Auto Allocate to Expenses First (default)
Auto Allocate to Fees First
Default Billing Statement Settings
Split Charge/Credit Columns
Show Lawpay Link
Show Credit Available (If Applicable)
Transaction Order
Charge Validation Settings
Require Charge Description
Restricted Words
You can add as many restricted words that cannot be entered in a time entry, fixed fee, or expense description.
This configuration can be overridden at the client and matter levels.
Default Invoice Header
Upload an image that will replace the invoice PDF header
Recommended size 800w x 350h for best fit.
Default Invoice PDF Summary
Show Law Pay Link on Invoice
Show Client In Bill To Field On Invoices
Show Client Payment Summary
Show Matter Payment Summary
Show Pre-Bill Charge Numbers
Show Client Summary
When enabled will provide more options
Show Matter Summary
When enabled will provide more options
Show Time Summary For Invoice
When enabled will provide more options
Show Invoice Summary
When enabled will provide more options
Show Flat Fee Time Entries
Will be available when matter is set to fixed/flat fee bill type.
Flat Fee Line Items Description
When "Show Flat Fee Time Entries" is not enabled, one line items will display for all flat fees with the description entered in this field.
Default is "Fees For Services Rendered".
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