Account

This section of the site covers the entire billing process in case Manager.

Topics include:

• recording costs (which may be subject to estimates)
• creating invoices from the costs
• receiving payments for the invoices
• if necessary, making adjustments to invoices and creating refunds against payments
• summarising and regulating accounting transactions with journal entries
• integrating with systems outside Case Manager via journal entries

The menu on the right shows you every page in this section.

We start at the accounts overview.

The section covers system-wide billing information. Go to the Cases section to see how these are managed at a case level. For example, a case's costs are available at its Costs tab and its accounting transactions (invoices, payments, refunds and adjustments) are at its Account tab.