Billing arrangements

Set the arrangement

1. Open the matter. On its Overview, the Arrangement section shows the terms in force; choose Set up, or Change for a new arrangement.
2. Under How it is billed, choose the Type. A type the firm cannot use yet is shown with the reason.
3. Under Terms, give the Currency, the Payment days, the day it runs From and, if it ends, Until, and any Terms in words.
4. Fill in what the type needs:

One arrangement per day

A matter has exactly one arrangement in force on any day. A new arrangement starts from a day, and the old one ends the day before, so each day's work is charged under the terms agreed for that day.

Milestones

Under Milestones, Add milestone adds one. From its menu, Complete marks it done when the work is done, and Undo takes that back if it was marked in error, until it is Billed.

Scale fees

The firm's scale fee tables, for conveyancing and probate for example, are kept under Settings, Scale fees, and computed band by band on the transaction value.

The firm's billing settings

Settings, Billing settings, General holds the rules every bill follows, each with its default: the Payment terms in days, the Bill approval threshold, Interest on overdue bills, Foreign currency invoicing, fiscalisation, and the wording printed on statements and payment plan letters. Its other tabs are Bill layouts, Dunning ladders and Credit note reasons, each explained in its own guide.