Easy Compliance Help - Service Billing
In Easy Compliance, you can manage your firm's billing process through Billing Plugin.
If you manage your billing through the Billing Plugin, then, you can directly link client bills in Easy Compliance to Bills generated in Billing Application and update billing status from Easy Compliance, and this will be directly reflected in the billing application.
Set Billing Status
To connect Easy Compliance with the Billing Application, you need to enable billing settings.
To do this, in Settings, check theComplete Billing checkbox and save the settings.
Link Client Service Bill
To set the billing status, in Utilities, click Set Billing Status.
On the page that opens, you can see the Billable Services.
If the service is already billed, Check the box in the row for the service you want to mark as billed. You can mark multiple services as billed at once.
To link to the bill, click the Link to Bill No. button.
In the pop-up menu that opens, select the Bill number and click Save.