AppColl

Billing Module

Billing Overview

The Billing module is used to keep track of billable hours and expenses, and to generate and track invoices sent to a client. It generates invoices in PDF format that are customizable to include various types o...

Creating Invoices

1. Create one or more billing entries as described here. 2. From the Billing module, click on the Manage Invoices link in the Navigate section of the Manage Invoices section in the left margin. 3. Click on th...

Sections of an Invoice

The following sections can be added to an invoice. Each section can be separately included, with a page break inserted before the section if desired. Each invoice section can re-arranged as desired. The chosen ...

Entering Billable Hours and Other Expenses

You can manually create billing items in AppColl, as shown below. If you prefer, you can upload multiple billing items using a spreadsheet as explained here. Finally, you also can create Billing Items using App...

Billing Timers

AppColl has a built-in billing timer allowing users to track their time for one or more tasks. Billing timers can be added, paused, completed or deleted as needed. Once a billing timer starts, a "Fee" billing i...

Sending a PDF Invoice to a Client

Follow the below steps, after first creating an invoice as described here. 1. On the main page of the Billing module, click the "Manage Invoices link in the left margin. 2. If the PDFFile column is not show...

Setting up a Retainer Account

In the Billing module, on the Billing Items page, click the Add button in the left margin. Select the Client. This will populate the Matter and Task drop-down menus. (optional) Select a matter and/or task f...

Creating Retainer Refunds

If you have completed work on a project without using all the retainer funds, follow these steps: In the Billing module, click the Add button in the left margin. Select the client. In the "When" text ...

Recording Payments from Clients or Retainers

Because payments are applied directly to an invoice or invoices, you must first have at least one outstanding invoice before you can record payments. (Create and send an invoice to a client as described here.) ...

Generating LEDES Files (1998B and 2.0)

A Legal Electronic Data Exchange Standard (LEDES) format invoice is used to transmit billing information electronically to a client. You only need to use LEDES invoices if your client requests that you bill the...