This article is your preparation guide for the upcoming Billing & Invoicing Workshop. You’ll get a foundational understanding of how billing works in Firm360, including Billable Categories and Types, Client Engagements, and how to generate invoices. These core concepts will help you streamline your billing process.
The videos below will walk you through each part of the billing setup and process so that you’re ready to dive into your firm’s configuration during the workshop.
To get the most out of the workshop, please watch the following videos in advance:
Understanding Billable Categories and Billable Types
Intro to Client Engagements
Creating and Managing Invoices in Firm360
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