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Billing and Collections
Instructions on how to bill clients and reconcile received payments.
Add and Manage Charges
Add a Charge Go to Case Files. Select a case file. Navigate to Billing > Charges. Click + Add Charge....
Reconcile Payments
Reconciling payments ensures that recorded transactions in the system match actual payments received. This process helps maintain accurate financial records,...
Create and Manage Invoices
Invoices serve as formal records of billable services and products provided to a client. The system allows you to create,...