Billing Setup
There are two ways to navigate to Billing Settings:
From the Settings page, navigate to Billing Settings on the left hand side → select Billing Settings
From the Revenue page, select the Settings button on the top right → select Billing Settings
From the Main Billing Settings Page, you'll find Fee Structures, Splits, Billing Group settings, Invoice Setup, Minimums and Asset Adjustments.
For the purposes of this article, we'll be looking at Billing Settings.
Billing Partitions - Choose to bill on actual days in a period (daily) vs. set period rates (monthly, quarterly).
Billing on Accrued Income - Choose if you would like to include accrued income in the billable balance. This can be updated in the Firm Settings section of Atlas.
