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Billing Settings

Here is an overview of how to configure Billing Settings.

Chelsea Flood avatar
Written by Chelsea Flood
Updated over a week ago

Billing Setup

There are two ways to navigate to Billing Settings:

  1. From the Settings page, navigate to Billing Settings on the left hand side β†’ select Billing Settings

  2. From the Revenue page, select the Settings button on the top right β†’ 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.

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