Payment Profiles

Articles

• How Is Interest Calculated the First Month It Is Added to an Invoice?
• What Happens to Interest That Has Already Accrued if a Bill Is Voided and a New Bill Is Generated With the Current Date?
• When Does a Client Need to Pay an Invoice in Order to Receive Early Payment Discount?
• Can I Apply Early Payment Discount to Only Services and Not Expenses?
• Can I Use the Payment Profile Functionality to Automatically Fully Write-Off Bills for Pro Bono Clients?
• How do I Find the Bill ID Associated With an Accruing Interest Charge
• Can I Bulk Apply a Payment Profile?
• What is a Payment Profile?
• Does Interest Accrue per Bill or for a Client's Total Outstanding Balance?
• Does Interest Generated on Bills Include Tax?
• Issue: Tax amount not properly updated on multi-matter bills when matters are not expanded
• How Do I Set up a Payment Profile Where a Bill Is Due upon Receipt but Interest Is Applied at a Later Date?
• How Do I Disable Interest Charges on Future Bills for All Clients?
• How to Remove Early Payment Discount from Bills
• How are Payment Profile Discounts Applied to an Invoice?
• If a Bill's Due Date Falls Sooner Than The End of the Grace Period, When Will the First Interest Charge Appear?
• Why is my Early Payment Discount not Applying to the Bill?
• How Do I Set Up an Early Payment Discount?
• Can I Set Up a Payment Profile to Not Apply An Early Payment Discount When Payment is Applied from Retainer?
• Can I Add Two Payment Profiles to the Same Client?
• I Removed an Interest Entry and it Didn't Reappear Overnight
• Can Payment Plans Not Pay The Interest Before Moving To The Next Bill
• How to Change the Number of Days Between Interest Charges
• Can Payment Profiles be Exported?
• How Do I Change the Time Frame Used for Bill Due Dates?
• How is Compound Interest Calculated?
• How to Check the Default Payment Profile
• How to Apply Interest to a Client's Matter not their Contact
• How can I Apply Interest to a Matter not a Contact?
• Can I Choose a Default Payment Profile?