Introducing our new Billing Module!

It’s finally here (and we’re very excited)!

Designed from the ground up specifically for dispute resolution professionals, this tool enables you to split the fees, use an hourly rate or flat fee, and send an invoice and receive payment all in one place. It’s easy, it’s seamless, and it’s all through ADR Notable.

 

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Frequently Asked Questions (FAQ)

How do I get started with Billing?

Getting started with ADR Notable Billing is simple and straightforward. There are 4 steps:

  1. In “Manage Firm” under the gear icon, scroll down to your billing settings. Here you can set up billing terms like net 30 days, draft the text of the cover email to which the invoice will be attached, and add text that will appear on the invoices to tell your clients how to pay.
  2. In the new Professionals Database in the left side navigation, you can set up to 5 different billing rates for each service provider and set a tax rate if needed.
  3. (Optional) If you want to use Stripe to process receipt of credit card payments, you can set that up as well. Stripe is integrated into ADR Notable, and those payments will be automatically recorded in the billing module. Other payments will have to be manually applied.

Click here to go in-depth on these 4 important steps.

How do I manage billable items?

There are 3 ways you can create Billables for a case: automatically from the timer-generated time log, from a manually created time log, and from manually creating a billable entry.

Click here for more details on how to manage billables.

How do I generate an invoice?

You can create an invoice from either the Billables Table or the Invoices Table in ADR Notable.

For a detailed step-by-step process, click here. 

What method of payments are allowed?

ADR Notable accommodates payment by check, wire transfer, credit card with a Stripe account, and cash. You can also leave instructions on the invoice for custom payments, such as Cash App or Venmo.

Here’s how. 

Can I adjust a party's billing account?

You can view and manage a party’s billing account in the Case Billing section. Clicking on a party in the Accounts menu will display more detailed information and allow you to make any necessary adjustments to the account.

Learn how to add a deposit to a party’s retainer balance or return overpaid or unused funds here.

What if the charges aren't shared evenly by the parties?

After setting up the allocation for each billable item in a Case, each can be completely customized as to whether it is billed hourly, at a full-day or half-day fixed rate or is pro bono. The percentage allocation among the Parties can be set independently for each billable.

What if the primary representative of a party isn't responsible for paying?

In the case setup, add a participant affiliated with the main party. In the drop-down menu under “Responsible for Billing,” select the new affiliate to assign them the responsibility of paying the bills.

Learn more here.

Is there an additional fee for the Billing module?

Not yet!  Anyone who signs up for ADR Notable will have full use of the Billing Module at no additional charge until December 31, 2022.  Starting in 2023, the Billing Module and the Scheduling Module will be available as a premium feature.

How do I enter my rates?

In the Professional Database, you can set multiple rates: a full day flat rate, half day flat rate, and three different hourly rates.

Explore the Professional Database by clicking here.