Our Billing Matters training provides users with the skills necessary to their job. Not all training is necessary for all users.
Timekeeper Training (1-2 hours)
- Viewing Billing Information
- Creating Billing Records
- Converting from other records
- From a Power View
- From the Contact or Matter Form
- From the Billing List
- From the Quick Item screen
- From the Timesheet
Billing Administrator Training (4 hours min.)
- Billing Matters Navigator
- Creating a Billing Matters Toolbar
- Bill Customization
- Bill Profiles
- Bill Messages
- Bill Layouts
- Client Setup and Data Entry
- Billing Preference Templates
- Creating Bills and Invoices
- Reports
- Trust and Retainer Transactions
About Your Instructor
Jeffrey S. Krause has been Billing Matters Certified Independent Consultant (CIC) since the initial release of the program and was among the first group of consultants invited to review the program and become certified. Having trained thousands of users, he is one of the most experienced and knowledgeable Billing Matters consultants in the United States.
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