Category Archives: Lesson
Know your market
Find who your best clients and which clients are new or inactive …
Celebrate your clients’ important events
Print envelopes and labels for cards and gifts to send to clients celebrating upcoming birthdays and other anniversaries. …
Search payment histories
Look up a single check payment or view payment histories that match other search criteria
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See what services a client is using
Summarize a client’s billing activity by the service items they purchased instead of by invoices …
Focus on a single client’s invoices
Look up invoices by client using search filters to narrow the results …
Find any posted invoice in the system
Even if you don’t know an invoice’s number, you can quickly find it in MR9 using the wide variety of search criteria in Invoice Inquiry. Then get detailed information about the invoices including payment history. …
Export invoices in LEDES 1998B format
Export invoices in LEDES 98B format for clients who require electronic billing that complies with LEDES standards …
Transfer posted invoices to other clients
Correct a misaddressed invoice by transferring it to the correct client, instead of voiding the invoice and re-billing …
Send & archive invoices
Send clients copies of their invoices and archive the invoices in the central repository …
