It’s a new year, and your firm might be raising or adjusting its rates. Since this time last year, Smokeball has added billing rate sets to make this process as painless (and quick!) as possible. Rate sets allow you or your bookkeeper to bulk update rates for matters rather than having to update each matter individually.
Billing specialist Emily Prazak walks you through this feature, as well as other essential tips for starting the new billing year off right. Watch the 30-minute Clean Slate Billing webinar, and learn how to:
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Set up 2024 rates
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Clear old WIP & aged A/R
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Create payment plans
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Identify who earned what with key billing reports
It’s worth noting that rate sets can be scheduled to take effect on a certain date. So if you’d like rates to change during a holiday period or when a staff member is out of office, this can easily be scheduled in advance. 🎉