Manage Billing
How to manage your invoices and payments in SurePoint Pro
By Keith and 2 others3 authors67 articles
- View Un-billed Invoices By Matter or By Client And Save Filters
- View Unbilled Invoice Interest
- View Pre-Billed Invoices And Save Filters
- View A Fixed Fee Matter Pre-Bill
- View A Fixed Fee Task Pre-Bill
- Find a Billing Statement in SurePoint Pro
- Create A Pre-Bill
- Create A Fixed Fee Matter Pre-Bill
- Create A Fixed Fee Task Pre-Bill
- Create And View Split Bill Arrangement For A Pre-Bill
- Create A Pre-Bill With Percentage Of Invoice Of Fees Soft Cost
- Edit A Pre-Bill
- Add, Edit, And Remove Charge Line Items On A Pre-Bill
- Add Billing Statement Cover Letter to Pre-Bill PDFs
- Time Entry Billable And Show On Bill On Pre-Bill
- Automatically Add Reviewers To Pre-Bills
- Pre-Bill Reviewer Assignment And Sequence Management
- Apply Matter Level Credit To Pre-Bills
- Apply Matter Level Trust Funds To Pre-Bills
- Apply Charge Interest To A Pre-Bill
- Set Up Custom LEDES Template For Pre-Bills
- Save Custom Filters For Billing Statements
- Invoice Template Variables
- How can I generate expense only pre-bills and how do I customize pre-bills to show only expenses in SurePoint Pro?
- How to generate a billing statement
- Generating Pre-Bills
- Find An Invoice In SurePoint Pro
- View Invoices And Save Filters
- View And Pay Split Bill Arrangement For Final Invoice
- Create An Invoice And Send To Client
- Resend An Invoice To Client
- Send Email For Invoice Overdue Reminder
- Automatic Interest On Overdue Invoices
- Delete An Invoice
- How can invoices be customized in SurePoint Pro, including adding remittance information, managing limitations, and updating firm addresses?
- Add a New Invoice Template and set it as the Default
- Find A Payment In SurePoint Pro
- View Payments And Save Filters
- Create A Payment
- Create A Payment For Split Bill Arrangement
- Create A Write-Off
- View And Allocate A Payment
- View Payment Allocations For Split Bill Arrangement Invoice
- Edit A Payment
- View, Issue, And Edit Client Refunds
- Assign Matter Level Credits And Perform Credit Transfers
- Delete A Payment
- Create and Record Payments
- How to view and manage your Billing statements
- Find A Trust Transaction In SurePoint Pro
- View Trust Transactions And Save Filters
- Transfer Trust Funds To Another Matter
- Void Trust Transactions
- Perform Trust Reconciliation In SurePoint Pro
- Disburse a settlement payment to a client from a Trust Account
- Self-service management of transactions in legacy trust reconciliations