Choose an invoice template based on your company\u2019s payment options,<\/strong> and set other billing options.<\/p>\n Before invoicing clients set a start number and an invoice-posting alert, choose your default invoice template plus other invoice options, and customize the email that accompanies invoices. These choices are system-wide.<\/p>\n If starting RB9 or when you want to reset your invoice numbering system from now on, you can designate the next invoice number RB9 will use when it creates a new invoice.<\/p>\n You can also choose to have RB9 pop up an alert when posting an invoice if no Pay Rate is selected or the Pay Amount is 0. With this turned on you get a reminder to ensure that resources get paid for invoiced work if you overlooked it when creating the invoice.<\/p>\n If you email clients their invoices, you can customize the email that accompanies invoices. Similarly to job calendar cancellations and notifications, you can change the default text in the Subject and Message fields and insert contextual data fields so that real data from RB9 related to the job, case, and invoice merge into the email automatically.<\/p>\n If you have RB Connect<\/a>, you can insert a pay invoice data field into the Email Message that converts into a hyperlink in the email, which when clicked, automatically sends the user to RB Connect. After the user logs in, the related invoice screen appears for a convenient payment process.<\/p>\n You can also customize the appearance of the body of the emails with text formatting, colors, images, hyperlinks, and tables. You can edit your email contents in the default WYSIWYG word processor environment or as HTML markup.<\/p>\n The invoice itself will attach to the email as a PDF. And you can override the defaults set here in any invoice emails sent from RB9.<\/p>\n If you have clients that request electronic billing in LEDES 1998B format, RB9 exports invoices as text files. But if your clients require a different file type from TXT,\u00a0you can change the default file extension to meet their specifications.<\/p>\n You can also set an option to exclude billed $0 amount service items in exported files, so electronic bills only include services that had billable charges.<\/p>\n NOTE: This is an RB9 Standard-only function. It is not included in RB9 Lite.<\/em><\/p>\n If you want to offer clients an incentive program that awards points for services they order from your company (and your state allows it), turn on RB9\u2019s Reward Points System. Then set the options for how your system generates and redeems points.<\/p>\n After setting up your reward point options in System Preferences, you then designate which services earn points<\/a> and set up\u00a0individual contacts<\/a> to earn points for bookings with your company. You can designate different and\/or multiple contacts at the same firm to earn points for a contact\u2019s bookings, and boost a contact\u2019s points-earning ability by automatically doubling or otherwise multiplying their points. If you have RB Connect, you can allow contacts to request point redemptions online.<\/p>\n NOTE: This is an RB9 Standard-only function. It is not included in RB9 Lite.<\/em><\/p>\n TL;DR: Customize your invoices. Optionally, set up electronic billing and a booking reward system like a frequent flyer program.<\/strong><\/p>\n Reward Points: <\/strong>Used to encourage clients to book with your agency by rewarding them with points for different services. (Also referred to as award points.)<\/em><\/p>\n Contact:<\/strong> Person who works for a firm you do business with \u2014 such as attorneys, paralegals, secretaries, and legal assistants.<\/p>\n RB Connect:<\/b> Online repository, calendar, and access to your office for clients and resources.<\/p>\n","protected":false},"excerpt":{"rendered":"Invoice<\/h3>\n
Invoice templates to select from:<\/h4>\n
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Other options you can set include:<\/h4>\n
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Customize invoice email template<\/h4>\n
LEDES 1998B<\/h3>\n
Reward Points<\/h3>\n
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RB9 concepts in this lesson<\/h4>\n