Settings Required to Start Billing a Client

In order to start billing a client, you need to:

• Complete your Firm Account setup (see Firm Account Setup Help).

This includes selecting your billing currency, options for uploading or creating invoices, and choosing other settings. This is a one-time setup, and does not need to be updated for each additional client (if any) This was likely already completed by your Administrator while registering for Collaborati.

• Complete Client Setup procedures (see Client Setup Help).

This includes creating and/or assigning timekeepers that will appear on invoices for the client.