Logging Time/Fees, Costs, Payments, Trusts and Retainers

• Designed to be fast and easy to use.
• Create custom codes to quickly and easily describe services.
• Codes can have special hourly or flat rates.
• Quick button for adding fractions of an hour.
• Various rate structures, by office, by client, by code, overwrite.
• Two different kinds of optional timers.
• Preview statement while logging charges and payments.

Client Payment Plans and Collection Features:

• Late Payment (interest charges) percent and flat rate.
• Client Payment Plans for retainers or collections.
• Text of the printing and typesetting industry Lorem Ipsum has been.
• Evergreen Retainer for collecting replenishment retainer amounts.

Prebill/Previews:

• Prebill editor to quickly view and/or edit entries in context.
• Display and Preview Statements.

Special Billing Features:

• Automatic statement charges like “Administrative Overhead”.
• Automatic professional discounts percent or flat amount.

Statements:

• One button selects all Statements ready to bill using your criteria.
• Print or Email statements or both.
• On-demand, Monthly, Groups, Quarterly, Dollar Balance.
• Duplicate Statements for multiple paying clients on a single matter.
• History Statements you can print on any billed client/matter.
• Manual or Automatic transfer of trust money to pay statements.
• Direct disbursements from Trust accounts.
• Auto Reconciliation of client trust accounts to bank account.
• Optional Retainer Accounts to which client money can be deposited.
• Manual or Automatic transfer of retainers to pay statements.
• Direct disbursements from Retainer accounts.
• Automatic Reconciliation of Retainer accounts to bank.

Financial Reports:

• All unbilled and billed entries, type of entry or all, any time period.
• Accounts Receivable (billed but unpaid) by unpaid age.
• Unbilled by age of unbilled.
• Client Trust and Retainer Reports.
• User (Timekeeper) Productivity Reports any time period.
• Office totals (office financials) any time period.

Customer Service:

• By phone to our 800.733.9933 number or email from within the software or to CS@interbill.com.
• 15-minute response business hours. After business hours asap.
• Help with software and your data.
• Experienced staff – over 17 year’s average experience.