Getting started with ADR Notable Billing is simple and straightforward. There are 4 steps:
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.
You can create an invoice from either the Billables Table or the Invoices Table in ADR Notable.
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.
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.
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.
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.
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.
In the Professional Database, you can set multiple rates: a full day flat rate, half day flat rate, and three different hourly rates.