Billing, Invoicing & Payments

• Getting Started with Payments in Firm360
• Accept Credit Card and ACH Payments with Firm360’s Stripe Integration
• Advantages of Connecting Firm360 to Stripe Payment Integration
• Video Tutorial: How to Apply a Credit to a Client in Firm360
• Invoicing- Process Payment

• Billing Notes
• Billing: Handle Refunds and Payment Corrections
• Billing - Group by Billing Parent in the WIP Report
• Managing Child Time Entries on Parent Client Engagements
• Video Tutorial: Setting Up Billable Categories, Types, and Rates in Firm360
• Billing- Billing Dashboard

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• Invoice Description Templates
• Reorder Invoice Line Items with the Drag-and-Drop Feature
• Invoice Dashboard
• Invoice Reminders
• Invoices: View Time Entries and Breakdown
• Creating an Invoice

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