This class is designed for experienced Billing Matters professionals and/or office managers that want to leverage advanced features, such as customizing billing and accounting. Participants will increase their knowledge and expertise about advanced Billing Matters functionality and the tools necessary to streamline business processes, align closer with business goals, reduce administrative costs, and increase revenue. This class is applicable to Billing Matters versions 8, 9, 10, 11 and 12. Each participant will receive a 137 page Billing Matters Intermediate Training Manual prior to the class.

BM 301 – Agenda (8 to 11 am Pacific Time)

  • Lesson 1:  Prepare for Billing
    The class will begin with an overview of pre-billing tools and make corrections to work in progress and unbilled expenses.
  • Lesson 2: Customizing Billing Preferences
    The participants will learn how customize Billing Preferences by taking into account billing cycles, fee arrangements, your firm’s rate plans, discounts, trust account funds, and payment terms/conditions.
  • Lesson 3: Billing Process
    The class will gain knowledge about th5e billing life cycle, which includes bill generation, posting invoices and dissemination of invoices via email.
  • Lesson 4: Accounts Receivable (AR) Transactions
    The participants will understand how accounts receivable transactions function: payments, multiple matter payments, reverse payments, credits, refunds, and write-offs.
  • Lesson 5: Funds Transactions
    The class will learn how the four types of fund transactions differ and when to use the appropriate type of transaction.
  • Lesson 6: Generating Reports
    The participants will increase their knowledge about how reports and analytics may assist decision makers when it comes to productivity, profitability, tax consideration, and vendor management.
  • Lesson 7: Advanced Billing Preferences
    The class will learn about early payment discount options, billing allocation options, billing phases, and how to consolidate, split billing and adjust billing preferences.

Please register 5 business days prior to class to receive a copy of your Billing Matters Intermediate Training Manual (137 pages) in time.