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
