Managing Billing Rules


Any Administrator in your firm can navigate here via Tools & Settings > Accounting Setup > Billing Rules.

Adding a New Rule

Click New Billing Rule to open the add window in the right-panel. Some of the options you see there are present for all rules; those are covered below. Others vary depending on what you select for Rule Type, so those are covered in the Rules Glossary.

Editing a Billing Rule

To edit a Billing Rule, click on the Control Column (three little dots) to the left of the line item for the rule you wish to edit, then click Edit Billing Rule. Alternatively, you can click on the line item for the rule to open its details on the right, then click the Edit button.

Deleting a Billing Rule

To delete a Billing Rule, click on the Control Column (three little dots) to the left of the line item for the rule you wish to delete, then click Delete Billing Rule.