9 ways to bill as you work.
Rocket Matter makes it easy to Bill As You Work! Here are 9 simple ways to do so:
1. Bill for calendar Events.
a. Click on '+ Add New' and 'Event'.
Note: You can also sync your calendar with Outlook for even more ways to capture time!
b. Enter the 'Event', choose 'Client' or 'Matter', toggle the 'Bill' button next to the Event Owner, and click 'Save event'.
2. Bill for Tasks.
a. Click on '+ Add New' and 'Task'.
b. Add a 'Task Title', 'Client' or 'Matter', 'Billing Date', assign a 'Billing User', enter a 'Billing Description', and click 'Save'.
3. Add Time or Expense.
a. Click on '+ Add New' and 'Time or Expense'.
b. Select your billing 'Type' by switching the appropriate toggle. Enter 'Description', 'Client' or 'Matter', 'Billing User', and 'Billing Units'. Lastly, click 'Save and Close' or 'Save and Add Another Entry'.
4. Use the Timer.
a. Click on the 'Timer' icon at the top right-hand side of your dashboard.
b. Click the 'Play' icon to start your Timer.
Selecting '...' will expand the Timer and allow you to associate the time to a Matter. You may also choose to 'Discard Timer', 'Close Timer', 'Bill Time', or 'Save'.
5. Bill for Documents.
a. In the Matter, navigate to 'Matter Documents'. Select the 'actions' drop-down button and choose 'Bill'.
6. Bill for Notes.
a. Within a Matter, click '+ Add New' and 'Note'.
b. Add 'Billing' information on the top right-hand side of the screen. Include a 'Billing Date' and 'Billing Description' then, click 'OK' to save.
7. Bill for an Email.
a. Navigate to 'Matter Emails'. Click on the '$' icon to add billable time to your emails.
8. Bill for a Phone Message.
a. Click on 'Messages' from the left-hand navigation panel. Choose the Message you would like to bill for and enter the billable time. Lastly, click 'OK' to save.
9. Bill for a document Created from Template.
a. Merge a Matter with any Document Template. Include billing units, a 'Billing Date', and any 'Billing Notes'. Click 'Next' to save the billing on your merged document.
b. Your merged document will be saved in 'Matter Documents' and you will see the 'Pending Invoicing' sticker.
