Sure you have a lot on your plate, but leave room for your salad.

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.

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

Reduce delinquent accounts

by . Posted in Best Practices, RB Web, RB8, Reference, ReporterBase, Saving money.

Tagged with , ,

http://www.omtiblog.com/ideasalad/best-practices/reduce-delinquent-accounts/

Follow us on Facebook