Steps for Setting Up Your E-Billing Service (2 of 2)
Effective on November 15, 2011, Easy Soft rolled out its newest legal billing and accounting feature: the optional E-Billing module. As discussed in our last blog post, this module has the ability to produce any bill into an electronic format that’s readable for companies that use auditing software.
How do you give yourself the option to send your client an e-bill?
First, become an Easy TimeBill subscriber, and obtain the optional e-billing module. Not only will you join a class of law firms that has this relatively new capability, you’ll find that all of your law firm billing and accounting needs – including tracking time and expenses, sending invoices and invoice reminders, calculating interest on certain invoices, replenishing your retainers, collecting money through a range of electronic payment options, and transferring money between your operating and trust accounts – becomes easier.
Next, open Easy TimeBill, our popular legal accounting software.
Now go to Tools. Scroll down the pull-down menu, and open “Billing Settings.”
If you’re already an Easy TimeBill subscriber, you’ll notice a new tab entitled “electronic billing.” Enable the option and set your Law Firm’s ID. Now, you can open matters of those clients who desire electronic billing and set e-bill flag.
For these e-billing matter’s invoice tab, select the invoice and click “export invoice.”
The act of exporting your invoice into the Ledes format creates a Notepad file (the extension is “txt”). If needed, the software will prompt you for all relevant missing information, including client and matter codes.
Save the new e-bill file, and voila! You’re done! You can send it to your client, along with a regular Word or PDF invoice (if he/she needs one). The conversion is completely seamless.
To try the new e-billing feature (or view a live demonstration), call Easy Soft at 800.905.7638 today.