00:00: This video will demonstrate how to utilize the bulk billing center for invoices
00:05: within CARET Legal.
00:08:
00:09: CARET Legal's Bulk Billing Center allows you to automatically print or blast email
00:14: all of your clients whose billing preference is set to email PDF with their
00:19: respective invoices or statements of accounts.
00:22: To
00:24: begin, navigate to Accounting,
00:27: Invoices and Payments and click on the button that says bulk billing center on the
00:33: green banner to open the modal.
00:37: By default the system is set to email invoices and you can choose to exclude
00:42: invoices that have already been sent.
00:44: These are identified by a sent on date in the corresponding column.
00:51: For email delivery the send method must be set to email pdf.
00:56: This setting can be configured at either the matter level or the client level in the
01:01: contact billing section.
01:03: Once set, the system will automatically include only invoices marked for email pdf
01:09: in the total count.
01:12: Next, select your desired date range.
01:15: For example, if you're billing the previous month, you can leave the default as last
01:20: month or you can customize the range.
01:25: You can manually type in dates such as January 1st through today to generate a
01:29: year-end selection.
01:30: Click Next to apply additional filters such as Responsible Attorney or Practice
01:36: Area.
01:37: You can further refine your results by matter, specific client, or billing groups.
01:44: Billing groups are configured in firm settings and assigned at the matter level.
01:51: Once filtered, the system will display a list of invoices to be sent.
01:55: Review this list carefully and then click Next to customize your email.
02:02: Here you can update the sending email address, the subject line, and the body of the
02:09: email.
02:11: Additionally, you can include a payment link which provides clients with a secure
02:15: link to view and pay open invoices online if using CARET Pay.
02:22: When ready, click Blast and Close to send all selected invoices.
02:28: If a BCC email is configured with your firm settings, you will receive a copy for
02:34: confirmation.
02:38: For printing, select the Bulk Print option when initiating the Bulk Billing Center.
02:47: follow the same process as before and choose print and close to generate the pdfs
03:03: This video.
03:03: Demonstrated, how to utilize the bulk billing center for invoices within CARET,
03:09: evil.