To set up an individual or organization client with a single billing address

  1. From the Client file, click New (Ctrl+N).
  2. Assign the Client ID and click OK.
  3. Enter the Client Name. Use Last/First format (i.e., Smith/John) if the client is an individual. As you type the name, a list of contacts in the database matching the name will be displayed.
    1. If a contact already exists in the database, select it.
    2. If the contact is unique, a Contact window will be displayed allowing you to enter the contact information. After entering the information, press Ctrl+S to save the contact record.
  4. After selecting or saving the contact, the Address information will automatically be displayed in the Client window.
    1. If the client is an individual, the Contact Name, Phone, and Email will also be filled in.
    2. If the client is an organization, you will need to enter the Contact Name using the Last/First format for the name (i.e., the Matter Contact). As you type the name, a list of contacts in the database matching the name will be displayed.
      1. If a contact already exists in the database, select it.
      2. If the contact is unique, a Contact window will be displayed allowing you to enter the contact information. After entering the information, press Ctrl+S to save the contact record.
      3. After selecting or saving the contact, the Contact Name, Phone, and Email will also be filled in.
  5. Enter a Work Description to identify the case and optionally enter a Location.
  6. Use the address selector to select the correct billing address. The address shown on the Address tab is the address that the statement will be sent to.
  7. Click the Billing Preferences tab.
    1. Under Statement Delivery Options, click Edit to open the default Bill To record.
    2. In the Bill To Record window, under Statement Delivery Options, select whether the statement will be mailed or emailed.
    3. Select any other options for the statement.
    4. Click OK to close the Bill To Record window.
  8. After selecting any other options for the client (including those on other tabs), press Ctrl+S to save the client.

Note: Keep in mind that the address that will be used for the statement is the address that is shown in the default Bill To record, which is the address selected on the Address tab of the Client file.

Note: If emailing statements, the email address that will be used for the statement is the email address that is shown in the default Bill To record, which is the email address selected on the Address tab of the Client file.

See also:   Types of Client Billing Addresses
  Adding a Client
  Changing a Client

Clients with an Alternate Billing Address

Enter a client's alternate billing addresses by using one of the other addresses for the client, such as Other, Home, or Business. (Note: If working with a secure client, use the instructions for adding an additional address for a secure client.)

To enter an alternate billing address for a client

  1. From the Client file, select the desired client.
  2. Use the address selector to select the alternate address.
  3. If the address has not yet been entered:
    1. Click the blue contact link to the right of the Client Name to open the Contact window.
    2. Use the address selector to select the alternate address (i.e., Other, Home, or Business).
    3. Enter the alternate address.
  4. Press Ctrl+S to save the contact.
  5. After saving the contact record, you will be returned to the Client window. Notice that the alternate address is now displayed on the Address tab. You can verify the statement will be sent to the alternate billing address by performing the following.
  6. Click the Billing Preferences tab.
    1. Under Statement Delivery Options, click Edit to open the default Bill To record.
    2. Notice the alternate address is displayed for the Statement Address.
    3. Click OK to close the Bill To Record window.
  7. After selecting any other options for the client (including those on other tabs), press Ctrl+S to save the client.

Note: Keep in mind that the address that will be used for the statement is the address that is shown in the Bill To record, which is the address selected on the Address tab of the Client file.

Note: If emailing statements, the email address that will be used for the statement is the email address that is shown in the Bill To record, which is the email address selected on the Address tab of the Client file.

See also:   Types of Client Billing Addresses
  Adding a Client
  Changing a Client