How to Get Started with Billing in Soluno Software

Introduction

This blog provides a comprehensive guide on how to get started with billing in Soluno Software. Whether you are new to the software or looking to enhance your billing process, this guide will help you navigate through the different tabs and options for efficient billing.

Getting Started with Billing in Saluno Software

• To start billing in Saluno, you can click on the billing icon in the main toolbar.

• There are different tabs for billing which allow you to pull the invoices you want to bill, select the date, payments, and Trust State.

• You can also choose the files you want to bill, whether individual or grouped by contact, area of practice, departments, or responsible attorney.

• There are options to force specific billing display or file group to be used for your bills.

• After processing, you can review the charges and print the bills individually or all together in one PDF for distribution.

Editing Invoices and Time Entries in Soluno

• To edit an invoice in Soluno, locate the specific invoice you want to edit and click on the edit pencil icon located on the right side of the invoice details.

• When editing an invoice, you can manage the time entries by expanding the time section. Uncheck any items that you don’t wish to bill in order to remove them from the invoice and reduce the fees. Conversely, you can force items to appear on the bill by checking the box next to them.

• If you need to make corrections to a time entry, simply select the edit pencil next to the entry, make the necessary changes, and save. This will update the time entry in Soluno and also reflect the changes on the invoice.

• In case you’re missing a time entry, you can use the quick entry box next to the word ‘time’ to enter the missing time entry and save it to the bill automatically.

• Similarly, you can review and manage expenses associated with the invoice. You have the ability to edit or delete any expense entries, including removing duplicates which will delete them from both the bill and the database.

• For larger firms, there’s the option to use the ‘release invoice’ tab for a secondary review of the invoice before finalizing.

Invoice Processing and Finalization

• Moving an invoice for secondary review involves tagging the invoice in the bottom section for Action, which then sends it to the release tab.

• The release tab is used by firms with a secondary review team to verify all edits made to the invoice. If adjustments are needed, the invoice can be sent back for review after tagging it and making the necessary adjustments.

• Invoices can be finalized directly from the screen by tagging it and selecting ‘finalize’ under the action. This action posts the bill in Soluno, creates the PDF copy, or generates the electronic bill file for electronic billing.

• If a decision is made not to bill a file for a month, it can be tagged, and the action ‘undo invoice’ can be used to delete the invoice and put the time and expense entries back into whip, completing the billing cycle in Soluno.

• Adjustments to an invoice can be made using the adjust invoice tab if the invoice number is known.

Managing Invoices and Past Due Notices

• When making adjustments to an invoice, you can reduce fees, hard costs, and soft costs. For Canadian clients, it’s important to adjust the necessary tax for tax credits as well.

• When making adjustments, you’ll need to specify the task code for the adjustment, whether it’s for hard costs or soft costs, and the GL account to write down.

• In the memo field, you should explain the reason for making the adjustment before saving the changes, which will update the file and reduce the accounts receivable by the adjusted amount.

• To send past due notices to clients, you can use the statements tab, select the statement to run, set any parameters to narrow down the range, and then click play to run the past due statements.

• If you want to email past due notices to clients who receive email bills, you can customize the subject line for the email, and choose whether to use their client communication preferences for sending past due notices.

Billing with Soluno Software

• Soluno software allows for easy email statement generation for clients who receive bills electronically. It also generates PDF statements for clients who receive bills by mail.

• A ‘held emails’ tab is available for emails that encounter issues during sending, or if there is a setting that forces emails to be reviewed before sending to clients. This provides an opportunity to review and correct any errors before sending.

• For more detailed information on billing using Soluno software, users can attend billing seminars, access recorded training sessions, or contact the training team at Soluno for assistance.

• Monthly classes and recorded videos on specific areas of Soluno, along with training documentation, are available on the website’s training hub. Users can register for classes and access resources to enhance their understanding of the software.

• The class provides a basic overview of billing with Soluno software and encourages users to explore further resources and training for a better understanding of its functionalities.

Conclusion

By following the step-by-step instructions in this guide, you can effectively navigate the billing process in Soluno Software. Enhance your efficiency and accuracy in managing invoices and time entries with the insights provided in this blog.

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