The purpose of the custom billable items is to allow attorneys to create invoices that accurately reflect the services they have provided to clients. This feature enables attorneys to include specific items or services that may not be included in a standard invoice template and to assign a monetary value to each item.
By using this feature, attorneys can provide clients with a clear and detailed breakdown of the services they have provided and the corresponding charges, which can help promote transparency and build trust with clients.
TWO WAYS: ACTION CENTER & CREATE INVOICE BUTTON
Add Custom Billable Items in the Action Center by following the steps below:
1. Click the "Evictions" widget on the leftmost part of your EasyEviction Dashboard.
2. Select a Case.
3. Click the "Add Billable Item" button
Input the required details.
a. Choose a Billing Entry Type.
b. Set the Flat Fee Type to "Custom".
c. Enter its Description or select from the options using the dropdown button.
d. Enter the Date incurred.
e. Input the Amount.
f. Click the "Save" button when done.
The saved billable item will reflect in the Activity Log
Add Custom Billable Items by clicking the Create Invoice button:
1. Click the "Create Invoice" button on top of the Eviction Details Page.
2. Modify billable items or Create a new one, then select the Billable Item that needs to be sent.
Choose a Bank Account (upper right corner), then click the Save button.
3. Click the "Send Invoice" button.
A preview of the invoice will be presented prior to its dissemination to the client. To record any payments made by the client, simply utilize the "Record Payment" function.
4. Send Invoice Form.
Before sending the invoice, take the time to thoroughly review the information in the "Send Invoice Form" and make any necessary updates. Once you're confident everything is accurate, hit the send button to send it to the chosen email address.
5. Email History: Confirm the sent Invoice.
Upon activation of the "Send" button, a blue sent tag will be displayed to confirm the successful transmission of the invoice. The "send date" and the individual who initiated the invoice will be recorded in the Email History for future reference.
6. Record Payment
Click the Record Payment button and fill out the form.
The payment method will be displayed under "Payment History", and the invoice will be marked with a green "Paid" tag.
