Release: Unified Billing
Thank you for your invaluable feedback on the Billing module. Your input has significantly enhanced our system. We welcome continued suggestions on any CasePlan features.
Billing Enhancements
We’ve simplified billing rules for consistency across all practice areas, bill types, and regions:
Invoice Changes
- $0 Professional Fees Billing: Issue invoices with only disbursements, no professional fees required.
- Disbursement Flexibility: Bill without selecting any disbursements.
- Disbursement Selection: Choose specific disbursements for each bill.
- Multiple Bills: Create multiple bills for a matter until the final bill is designated.
Professional Fees Section Updates
We have added two new questions:
Is this matter settled?
Now you decide when a matter is settled. Mark "Yes" on the invoice to update the status to "Settled." Subsequent statuses will include:
Settled and Billed: The matter is settled, and all bills are at the final stage.
Settled and Funds Received: The matter is settled, all bills are are at final stage, and there is no outstanding balance.
You can still create new bills even after marking a matter as settled. Until..
Is this your final invoice?
For your final bill on a matter, mark this question as "Yes." This action prevents any further bills for the matter and automatically marks "Is this matter settled?" as "Yes."
Additionally, selecting all remaining disbursements is mandatory in your final invoice.
Additional Updates
- Accounts Team Flexibility: The Accounts Team now has the ability to update the matter status as needed.
Open Feedback Channel
If you have any questions or feedback about these modules, we've set up an open channel on Teams named "CasePlan - Finance." Feel free to post your queries or feedback there, and don't hesitate to reach out to us. We're here to help!
👇 Check out how you can provide us valuable feedback and report a Bug..
Keep the feedback coming — we so appreciate it,
