Invoicing
How does HoudiniESQ manage billing?
Introduction
HoudiniESQ eliminates the need to create billing slips for every task you perform.
You can set Rates at the Matter level or override them at the Event/Task level. You can specify different Matter Rate types (Discount, Base, and Premium). You can add as many Matter Rate types or Event/task override rates as you wish.
You decide what is billable by creating Event task that can be selected by your Staff. You can specify task ahead of time or create them on the fly as you work. All Event/Task have a start time and duration and therefore can be viewed on a calendar as well as invoiced.
Any Event/Task that has been assigned to a Matter can be placed onto a Invoice with a single click and can be of any type. Composing Email, Performing Document Reviews, Staff Meetings etc.
If the Event is assigned to a Matter then the Matter Rate will be used. If the Event/Task has its own Rate then the Event/Task rate is used.
How robust is ESQ Invoicing
You can view all unbilled Event/Task for a Matter within a given date range. You can edit and/or make changes at will. When satisfied you simply click generate invoice.
The above image shows a Matter and its associated Invoices.
1. List of all Matters with open Invoices (Invoices with balances still remaining)
2. List of all open Invoices for the selected Matter (list #1)
3. Is a itemized list of Event/Task
4. This is the break down of the selected invoice (list #2)
5. You can Print, Email and Delete a INvoice from this bar.
KNOWN ISSUE When you delete a Invoice you must click the [apply] button to recalculate your position. The screen does not auto update after you delete a invoice.
6. Enter any notes and click [update] to include a message on the invoice.
