Get paid quicker
Use these tips to help your business stay on top of outstanding jobs and invoices:
- Pull up the Jobs in Progress report (under Calendar), and remind reporters about any outstanding jobs that appear there so past dues are cleared up quickly.
- If a client is closing out a case, and needs to make sure that all of their past dues are paid to date in the matter, direct them to their RB Web > Activity, where they can look up invoices on a case and even pay any outstanding invoices online.
- With RB Web, reporters can see if one of their jobs hasn’t been billed out yet and call you to ask about it.
See also
Listed under Best Practices, RB Web, RB8, Reference, ReporterBase, Saving money Tagged Jobs in Progress report, outstanding invoices, outstanding jobs