Before reading this article, take a look at Getting Started with Billing in ADR Notable. The following explains how billable items can be created automatically or manually, and then how you can modify them as needed.
Creating and Managing Billables
ADR Notable's billing function is straightforward and flexible to allow you to easily capture all your expenses. There are 3 ways that you can create billables for a Case.
#1 Automatically from the timer-generated Time Log
Whenever your Timer is running on the Case Noteboard, a billable is automatically created. If it is a general or plenary time log entry, the amount is divided pro rata among the parties. If it is a caucus time log entry, it is billed to the appropriate party. Read more about using the Timers here.
#2 From a manually created Time Log
You can also create a time log manually (without using the Timer). This, in turn, creates a billable based on the time and other information you enter.
#3 From a manually created Billable Entry
In the Case Billing section, you can select Billables and manually create a billable for services or expenses. When entering an expense in this manner, you must enter the full amount, including any taxes.
Billables that are auto-generated by manual time log entries or via the Noteboard timer will be marked “incomplete” until the User (1) enters the rate for the given professional and (2) defines how the billable item should be split among the Parties. The default for splitting the costs is an equal pro rata allocation among parties, but you can easily change that by selecting the Custom button and editing as needed.
To complete a Billable, simply select the incomplete billable in the Billables List and select the rate.
Flat Fee Billing
ADR Notable can easily accommodate a flat fee billing model or a hybrid model with a flat fee plus incidentals or hours "above and beyond." To create your Flat Fee Billable, select Billables in the Main Menu then select the Create New Billable button at the top right. In the window that appears select a Custom Rate Type. In the Rate box, enter the flat fee amount and in the Hours/Flat box, enter 1. Select Create Billable, and you're done!
In the example below, the flat fee divorce mediation at $3,000 will appear on each of the two parties' invoices with a fee of $1,500. To change the allocation, select Custom next to Billable Parties and edit as needed.
- The description you enter for the billable will show on the invoice and will be visible to the recipient.
- If you prefer not to include a billable in an invoice, you can delete the billable completely.
There will be times when you will want to adjust a party's billing account, for example to add to a party’s retainer balance or to return overpaid or unused funds via a credit invoice. Read Adjusting a Party's Billing Account to see how you can easily make those adjustments.
Now you are ready for the final step. See how to generate an invoice in ADR Notable!