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.