Client Billing Rules

Recover more by using Casefriend BIlling Rules. Client Billing Rules define the Timekeeper and Invoice rules per Client. With Casefriend you can customize Billing Rules in any way to suit your client and firm requirements.  

Default Billing Rules

When your firm setup Casefriend your default Billing Rules were set. Your default Billing  Rules are available in the Settings menu under Firm Setting > Billing Options. These rules will be applied to each Client you subsequently create. You can modify these Rules on a per Client basis. Client Billing Rules will automatically be applied to each Case.

Set Client Billing Rules

Once a Client Location is created you can adjust the Client specific Billing Rules. From the Client Manager, click on a clien then select the Billing Rules tab.

Billing Rules Fields

Billing Template - 

Billing Type

Frequency

Time Entry Character Limit

Max BIllable Hours per day

HIde Daily Hours limit modal

Minimum Invoice Amount

Caps lock on Time Entry

Require Matter ID

Supplemental Document to Invoice