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Client Billing

Pre-Billing

  • Consolidated Billing in CARET Legal
  • Configure and Use Time Entry Posting Feature
  • Consolidated Billing in CARET Legal
  • Editing Line Items and Approving Draft Invoices in CARET Legal
  • Billing Workflow with Retainers
  • Billing Workflow without Retainers

See all 8 articles

CARET Pay

  • Promoted article Why did I get an email "CARET Pay application was not Approved"?
  • Promoted article Retainer Requests
  • CARET Pay Settings Overview
  • How to send an Invoice with a Payment Link
  • How to Setup Integrated Payments with CARET Pay
  • How do I send a Retainer Payment Request?

See all 12 articles

Client Invoicing

  • Promoted article Batch Invoicing
  • Consolidated Billing in CARET Legal
  • How to Process an ACH/ eCheck Payment with CARET Pay
  • What order do my time entries and expenses appear on my invoice?
  • How do I Set Up a LEDES Billing Matter?
  • Time Entry Rules

See all 60 articles

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