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A blog for owners & managers of litigation support businesses by experts on using technology to improve your profitability, efficiency and effectiveness in a unique marketplace.

How to add 3rd party billing information prior to billing

If a job will be billed to a 3rd party (such as an insurance company), input the party’s contact & firm prior to billing, so your billing personnel don’t have to remember to change the Bill To client from the Sold To client when creating an invoice.

If you have trouble viewing the video here, watch it on OMTI’s YouTube channel.

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