How do I create a Bill?

There are 8 ways to create a bill in Chamberslegal:

1) From the landing page

Click on the “+” icon in the top left corner of the application
Click on new billing entry
Enter the information required ( The fields marked with * are mandatory)
Click on either Save & exit button to save a billing or Save & New button to add multiple billings.

2) From the Billing page:

Click on add billing
Enter the information required ( The fields marked with * are mandatory)
Click on either Save & exit button to save a billing or Save & New button to add multiple billings.

3) From Task page:

Navigate and click on “Task” on the application
Click on “Add Task”
Enter the information required (The fields marked with * are mandatory)
Click on either Save & exit button to save a task or Save & New button to add multiple tasks.
Click on the checkbox to select a task to bill
Navigate to the menu drop down at the top right of the page
Select “Convert to billing” on the drop down.

4) From Event page:

Navigate and click on “Task” on the application
Click on “Events” button on the task page
Click on “Add Events”
Enter the information required (The fields marked with * are mandatory)
Click on either Save & exit button to save an event or Save & New button to add multiple events.
Click on the checkbox to select an event to bill
Navigate to the menu drop down at the top right of the page
Select “Convert to billing” on the drop down.

5) From Email page:

Navigate to “Compose Email” on the landing page and click on it.
Click on “Bill for this mail” button
Enter the information required ( The fields marked with * are mandatory)
Click on either Save & exit button to save a billing or Save & New button to add multiple billings.

6) From Document page:

Navigate to document page and click on it
Select a document
Navigate to the “bill icon” on the menu bar
Enter the information required ( The fields marked with * are mandatory)
Click on either Save & exit button to save a billing or Save & New button to add multiple billings.

7) From Communication page:

Navigate and click on “Communication” on the application
Click on “Add Communication”
Enter the information required (The fields marked with * are mandatory)
Click on either Save & exit button to save a communication or Save & New button to add multiple communications.
Check the check box to select a communication
Navigate to the “bill icon” on the menu bar
Enter the information required ( The fields marked with * are mandatory)
Click on either Save & exit button to save a billing or Save & New button to add multiple billings.

8) From Notes page:

Navigate and click on “Notes” on the application
Click on “Add”
Enter the information required (The fields marked with * are mandatory)
Click on either Save & exit button to save a note or Save & New button to add multiple notes.
Check the check box to select a note
Navigate and click on “convert to billing” on the menu bar
Enter the information required ( The fields marked with * are mandatory)
Click on either Save & exit button to save a billing or Save & New button to add multiple billings.

9) From Timer:

Stay Connected