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BILLING MATTERS ADMINISTRATOR TRAINING

(If all topics are covered, this session lasts approximately 4 hours and may require additional follow-up training and consulting)

Getting Around in Billing Matters

Billing Matters Navigator

Billing Setup

Program Level Billing Setup
Billing Method and Assurance Level
Other Program Level Settings
Billing Tab Setup
G/L Tab Setup
Rates and Rate Tables
Staff Rates
Rate Tables
Effective Date
Billing Codes
Bank and Fund Accounts

Bill Customization

Bill Profiles
OptionsTab
Itemize Options Tab
Totals and Summaries Tab
Messages Tab
Print Order Tab
Labels Tab
Bill Messages
Bill Layouts
Bill Layout Area Selector
Bill Layout Toolbar

Client Setup and Data Entry

Billing Preference Templates
Setup Tab
Rates Tab
Arrangement Tab
Accounts Receivable Tab
Phases Tab
Funds Tab
Advanced Tab
Actions Tab
Messages Tab

Generating Bills and Invoices

Bills or Invoices?
Creating Invoices
The BillFlow Manager
BillFlow Collection Tips
Creating Pre-Bills
Creating Bills
Undo Bills
Posting Bills
Receiving Payments

Reports

Trust and Retainer Transactions

Trust and Retainer Accounts
Receive Retainer or Trust Funds
Apply Funds to A/R
Retainers, Trust and the QuickBooks Link

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