Billing Sets

If you have ever ordered a combo meal at a fast food joint, then you already understand what RB9 Billing Sets are: Preset groups of service items that speed up the billable services selection process because you only have to choose the set, not each of the items individually.

TIP: Properly set up billing sets save time

You can include any number of service items in a billing set. Then when invoicing, you add service items for each attorney automatically by selecting the appropriate billing set.

Billing sets are not tied to billing rate tables. They only contain service items, so the same set can be used for different clients, jobs and resources. You apply the actual billing rates when billing the job.

If your billing staff does not need all of the items in a billing set at the time of billing a particular order, they can deselect any items in the billing set they will not be using for that invoice.

Reference
Step-by-step instructions