Billing System Overview (Photocopy)

Billing System Overview (Photocopy)

Summary: Rates vary by customer type and billing style; accounting integrates with A/R and commissions.

Quick answer

Define Billing Items → Billing Styles → Customer Types → Income Accounts → Billing Rates before invoicing.

What you need

  • WinCopy SQL v9.0.06+
  • Appropriate role/permissions (as required)

Steps

  1. Create concise Billing Items (invoice titles).
    media/billing-system-overview-01.png

    [Insert screenshot for Step 1]

  2. Define Billing Styles for each job type (e.g., Depo Subpoena, Opposing).
    media/billing-system-overview-02.png

    [Insert screenshot for Step 2]

  3. Set Customer Types (rate schedules) and Income Accounts.
    media/billing-system-overview-03.png

    [Insert screenshot for Step 3]

  4. Enter Billing Rates per type/style/item (taxable flags, commissions).
    media/billing-system-overview-04.png

    [Insert screenshot for Step 4]

Confirm it worked

Invoice screen shows the appropriate items and calculates totals/commissions/tax.

Troubleshooting

If items don’t appear, ensure the rate is >0 for the selected style and taxable flags are correct.

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