RB User Guide > Calendar > Cases OR Jobs > Adding parties

Entering party billing information

You can enter billing information for a party, such who to bill and insurance information, when adding parties or anytime afterwards.

1. In the Parties pane of an Edit Case/Edit Job window, click the hyperlinked Contact whose information you want to add or update.
2. In the Edit Party panel, scroll or jump to the Billing Info pane.
3. In the Billing Info pane:

   • Billing Rate Group

     The default comes from the setting in the contact’s profile. (See Entering contact marketing information.) You can override the default for this case or job by selecting a different Billing Rate Group in the drop-down. (You can also override the Billing Rate Group when invoicing jobs. See Applying rates.)

   • Same as Sold To

     • If invoices are to be sent to this party: Click to select Yes. Bill To Contact will default to the Contact listed in the General pane. If a different contact at the firm should receive invoices and statements, click again to select No and select a different contact from the drop-down.
     • If invoices are to be sent to a third party: Leave as No, and select a different firm and contact in the Bill To Firm and Bill To Contact fields. See Looking up firms.
4. If the Bill To client requires e-billing, see Entering electronic billing information.
5. Click Save in the Edit Case window or Save > Save & Close in the Edit Job window.

NOTE: Entering party billing information at turn-in

If you do not have billing information before a job is completed, you can enter it in Turn In when creating invoices. See Adding billing information to invoices.

Reference

• Parties
• Billing Rate Group
• Sold To vs. Bill To
• Electronic billing

Step-by-step instructions

• Updating parties
• Entering contact marketing information
• Applying rates
• Looking up firms
• Entering electronic billing information
• Adding billing information to invoices