In bilabl, there are two methods for creating bills: Quick bills and Billing Statements.
To generate billing statements on bilabl, the client must have at least 01 billable matter. Please follow the steps below to generate a billing statement.
1. On the top menu, click on the quick add button to open Add billing modal.
2. On the billing configuration screen, select a client from “Bill to” field. Please note that you can only bill Clients that are not “Archived” or “Conflict”.
3. By default, the system will use the client's preferred currency for billing. If your billing is in a different currency, you can select your desired currency, and the system will allow you to adjust the exchange rate accordingly.
4. To continue adding the billing statement, please choose the "Billing Statement" option.
5. There are two options for billing details grouping: by Time and Cost or by Task.
6. Next, you need to determine whether the payment will be recorded as revenue or to the client fund. Then, click on select matter.
1. On the select matter screen, you will see the matters belonging to the clients. Click on the matter for which you want to generate the billing.
2. By default, the system displays all non-archived matters. If you don't see the matters you're looking for, you can manually adjust the matter status settings to find the desired matters.
Additionally, the system will automatically collect timesheets and expense records logged from the beginning of the current year to date. You can manually adjust the date range to update the bill period.
3. Click "Generate Billing Details” to generate the billing statement. After successfully creating a new bill, you will be redirected to the billing detail page to continue your editing.
4. If your billing statements detail are grouped by task, you can select the specific tasks you want to bill by clicking the dropdown menu next to the matters.
After adding the billing statement, the system automatically redirects you to edit the billing detail. Follow the steps below to edit the billing statement details:
Please add the important following information on the billing details:
Issue dateThis is the date that the bill is issued. You can select any date.Due dateThis is the date that the bill is due. You can manually select a date, or you can input the due in.Due InThe amount of time remaining until a payment is required or expected to be completed.Expected Payment DateThe date by which you expect your clients to make payment.Billing numberThis is a unique number. You can set it manually or have it automatically filled.ReferenceFlexible fields that allow you to customize per your own purpose. Example: You can use this field as the order number….
Within the billing details section, you can edit essential matter-related information. This includes the ability to add, edit, and update specific details.
A professional fee reflects the time records documenting the efforts expended by users in handling matters on behalf of clients.
Disbursement fee is expenses or costs incurred on behalf of clients, separate from professional service fees, covering expenses like court filings, travel, expert witnesses, photocopies, and related case costs.
To apply the VAT on the billing, click on the VAT rate dropdown list and select your desired VAT rate from the available options.
If you need to add a new VAT rate to the dropdown list, please contact your administrators, who have the authority to update or change VAT rates on the system setting.
In case you need to add the discount to the billing, please follow the steps below.
To add notes or reminders to the billing details, follow these steps:
Please note that while these notes or reminders are useful for keeping track of important information, they will not be included in the total report or affect the final billing amounts.
The export setting section primarily consists of three key components: Bill from, Bill to and billing template details. You can edit essential information within these sections, including adding, editing, and updating specific data points as needed.
The "Bill From" section specifies the sender or entity issuing the bill. It consists of the following details:
To edit the "Bill From" information, click on the "Bill From" field and select the desired option from the dropdown menu. The corresponding billing address, bank account, and payment details will automatically populate.
To add the new bill from information, please contact your administrators, who have the authority to add the new bill from information in the system setting.
The "Bill to" section identifies the recipient of the invoice. It consists of the following details:
To edit the paying entity, click on the "Paying entity" field and select the desired option from the dropdown menu.
In case you would like to add the new paying entity, please make sure that the new clients or contacts must have at least a business relation (except “conflict “).
To add the new billing address or recipients, click on "Add new address" or "Add new billing recipient" within the Bill To section and complete the required information on the provided form.
A billing template is required in the export settings section. To choose another billing template, please click on billing template and select the desired template from the available dropdown menu.
In case you add, edit, or remove a billing template from the available option, please contact your administrators, who have the authority to make the update on the billing template setting.
Once you choose the billing template, the Note & Payment terms will be automatically populated also.
To finalize your changes, click the "Save" button.