Billing

Billing

The enFee module provides you with the facility to bill clients direct from WIP, Schedule fees, bill from templates and products and provides a complete sales ledger with debtors reporting. Ledger accounts can be mapped at customer level so the postings take place on the customer ledgers as well as the billing entity. Revenue accounts can be mapped to specific fee lines and the system will support multiple billing entities.
 

The enFee module supports both manual and automatic billing using a number of fee types as follows:

Advances Fees

When an advanced fee is raised the system will allow you to allocate the fee to a customers matter for posting into work in progress (WIP)

Template Fees

Pre defined templates can be set up and the client can then be billed using one of these templates. A template can support a number of fee lines using variable values and scales to automatically calculate the amount to be billed

Product Fees

Standard products can be pre defined to create quick and simple bills of fixed amounts. When you select a product the value of that product will be billed automatically.

WIP Fees

Time and expenses can be entered via AllTime These can then be billed either by using a sophisticated rapid billing grid or by simply dragging and dropping the WIP item onto a fee.

Scheduled Fees

The fee scheduler allows you to set up a schedule to automatically create fees at pre defined intervals. The schedule can be run nightly to check if and fees are due. If a fee is due it will be automatically created as unposted.