1. Practice CS Billing & AR Amy McCarty Education Services

2. Objectives Learn how to setup and process recurring bills Learn how to do on the fly bills for non- recurring bills Tips and tricks for billing Understand how to efficiently enter receipts and run reports related to payments

3. Tips Keep one process to handle billing of monthly/quarterly recurring and one process for non-recurring billing Keep a Task on your projects for billing to ensure it is done! – For anything not on ACH Have email addresses on your Billing Contacts to deliver them electronically Put Logo on Invoice and Statements – make them look good!

4. Setup: Recurring Recurring bills are based on engagements, there are 2 methodologies for how to setup the engagements: 1.Have 1 engagement and tie that engagement to all projects to have one price that covers all projects 2.Have separate engagements and split the recurring bill amount among the separate services offered

5. Setup: Recurring Recurring bills should used one of the following methods: Progress – Use if billing at the beginning of the month for work that is not yet done Fixed Time & Expenses – Use if billing for work that already has been finished and expenses are included in the monthly fee Fixed Time & Expenses at Standard – Use if billing for work that already has been finished and expenses are not included in the monthly fee

6. Process: Recurring 1.Go to Actions > Billing 2.Click on the Generate Recurring Bills tab 3.Select the clients you wish to bill 4.Click Generate Selected 5.Go to File > Print Invoices & Statements 6.Bulk deliver invoices

7. Setup: Non-Recurring Setup your Billing User Preferences

8. Process: Non-Recurring 1.Actions > Billing 2.On the Bill Clients tab select all clients you wish to bill 3.Click Detail Bill Selected a.Always use Detail Bill Selected because you get all options 4.Enter billing information either on Summary or Time & Expense tab 5.Make any necessary changes on the Compose tab 6.Click Save 7.Repeat steps 4-6 for all clients you are billing 8.File > Print Invoices & Statements, select all, and output to email

9. Other Setup Options Setup > Firm > Preferences Approval/Posting process: Required for Billing – Not recommended as it creates an additional step in the billing process Setup > Firm > Billing and A/R Automatically Relieve Nonbillable WIP – You should not have nonbillable but if you do mark this Enable printing invoices to NetClient CS – We did not have good success with this Number of days until invoice is due – Used for service charges and due date on invoice Asses Service Charges – set this up if you do Enable ACH processing/credit card processing – Only if you want to use Intercept

10. A/R Options Setup > User Preferences

11. Reports Receipt and Adjustment Journal grouped by Type Collection Summary Practice CS Library

12. Questions?

13. Objectives Learn how to setup and process recurring bills Learn how to do on the fly bills for non- recurring bills Tips and tricks for billing Understand how to efficiently enter receipts and run reports related to payments

14. Resources on ngaf.comngaf.com Resources by Product > Practice CS Practice CS Billing Process Letters, Forms and Tools > Practice CS Tools Flat Fee Invoice Hourly Invoice – Email Statement Webinar Archive > Practice CS Billing Process

15. Thank you for attending! (email coaching@rootworks.com for any needed assistance with Practice CS)coaching@rootworks.com