Financials
Billing, invoices, payments, trust accounting, and transactions.
9 articles
- Creating and Sending InvoicesFrom unbilled work to a delivered invoice. Drafts, what finalizing really does, emailing with a PDF, and tracking what's owed.
- Trust SweepClose out a billing period the safe way. One sweep, one trust-to-operating transfer at the bank, and books that match to the penny.
- What You Can BillThe ethics of classifying a charge (billable work, firm overhead, or a client expense) and how Missouri v. Jenkins and ABA Formal Opinion 93-379 draw the lines.
- Work in ProgressThe work you've finished but haven't billed yet. What counts as WIP, where to watch it, and how to turn it into draft invoices.
- Change Billing Rates RetroactivelyApply a new hourly rate backward to unbilled time, scoped by date and by client, case, or case type. Invoiced work is never touched.
- Outlaw Payments Declines and Error MessagesWhat a declined or failed card payment in Outlaw Payments means, and what to do about it. A plain-English guide to the most common decline reasons, whether retrying will help,…
- Fee ArrangementsHow a case is billed: hourly rates, flat fees with earnable milestones, or contingency, each its own section on the case.
- Payment MethodsStored cards and bank accounts for a client, with a default method: charge or request payment without re-entering details.
- TransactionsThe money ledger for a case or lead: payments, trust movements, and adjustments, viewable as an account ledger or a trust ledger.