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AppColl’s Billing module is built for Intellectual Property professionals to keep track of fees and expenses associated with matters. Law firms can track their time and easily invoice their clients. Corporations can load billing information from law firms and track spending on individual matters. This module is completely integrated with the other modules in AppColl so you can leverage all of the data you have entered. No more transferring data to or from other systems, or having to work with different products with different interfaces.
Add your billing items manually, or use the timer in AppColl to put yourself or a particular task on the clock. When you are ready to create invoices, just check and uncheck boxes in the invoices page to control how much detail to include. With the click of a button, preview the invoice before actually committing the changes, modify it on the fly if needed, then save it. AppColl will create a PDF invoice to send and a LEDES file, for those who want it electronically. Invoices can be as streamlined or detail-intensive as you choose.
Create billing reports for individuals, groups, a time period or certain clients. The report generation capability allows you to query on any field in the module to create just about any report you may need.
Keep Track of your Billable Hours in Real Time (click to view larger)
Easily Search Invoices (click to view larger)
Create Professional Invoices (click to view larger)
AppColl provides a Timer button at the top of every page. Start and stop multiple timers associated with multiple billing items. Pause one timer and start the next without missing a single billable minute.
Point and click to create professional looking invoices in seconds. Show as much or as little information as you want, such as matter summary, timekeeper summary, past due amounts, billing against retainer amounts and adjustments. AppColl allows you to specify many details in your invoice including discounts and tax rates.
Enter retainers received from a client and bill individual matters or invoices against them. Invoices can display the retainer payments.
Create individual billing items for flat fees, hourly fees, write-offs, fee- or expense-cap adjustments, retainers, client payments, expenses, percentage discounts and more. Easily defer invoicing of a particular item to a later invoice.
AppColl can generate LEDES electronic invoices for your clients that require that format.
Set default hourly rates for specific timekeepers, and clients. Maybe your normal billing rate is $350, but you bill one client at $325 and another at $275. AppColl will automatically bill each client at the rate set within the system.
Place fee and expense caps on individual matters or tasks. If you exceed the cap, AppColl will automatically adjust an invoice to deduct the overage.
Generate billing reports for clients, partners, paralegals, human resources and more. Choose from 20+ display items and filters for creating custom reports in seconds. Create reports as PDF documents, CSV files or send them as emails.
See all your invoices in a single screen summary view. Sort by data fields such as client, status, date and amounts due.