Amicus Billing User Guide 1. In the People on the File list in File Details, select the Client whose name and address you want used on Bills. (This is the Primary Client by default, but you may select a different Client.) 2. Select the “Send Bill To” checkbox. 3.
38 Time Entries 50 transactions 48 Trust option 39 Trust transactions 55 Firm Directory (Firm Member index) 65 Firm Members 63 assigned to a File 33 designations 165 Role on a File 30 Firm Settings 171 added for Amicus Billing 179 enhanced for Amicus Billing 172 Floating Toolbar 9
Click the Transactions button on the Amicus Toolbar in the Billing-side Files, Clients, or Billing modules and choose Bill. Or, right-click on an item in a Billing-side File or Client list and choose Bill. The Create Bills dialog appears. Go to the Final Bills view.
Upon the initial licensing of Amicus Billing, several changes are made auto- matically. Primary Client assignment on Files In any Open Billable File that has a single “Client” (or Client-classified) Contact but lacks a Primary Client, that Contact will be automatically assigned as the Primary Client.
Instantly access the infographic that walks through 5 ways automated payment processing systems help transform billing and invoicing processes.
APX allows you to accept credit card, e-check, and ACH payments online through our secure portal and get paid nearly instantaneously. Our payment solution is designed to save you time and money – because getting paid should be the easy part.
1. Click the Transactions button on the Amicus Toolbar in the Billing-side Files, Clients, Trust, or Billing modules and choose Trust > Trust Receipt. Or, right-click on a Bill, File, or Client in a Billing-side list and choose Trust > Trust Receipt. The Trust Receipt screen appears.
1.Click the Transactions button on the Amicus Toolbar in the Billing-side Files, Clients , Trust, or Billing modules and choose Trust > Trust Check. Or, right-click on a Bill, File, or Client in a Billing-side list and choose Trust > Trust Check. The Trust Check screen appears.
When a new File is created, a Bill Profile is automatically assigned . This is the Profile assigned to the File’s Primary Client (if any), else the default Profile for the firm. The Bill Profile provides settings for many of the File’s Bill Settings options.
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Please note that the success of any data migration depends primarily on the quality of the data set provided to us. Before attempting to migrate your information into Clio, you should ensure that your data is consistently formatted, well organized, sufficiently backed up, and stored securely.
What happens to the information that can't be brought to Clio in a data migration? See this article or contact us for information about the best practices for setting up your Clio account!