Set up content billing

If your firm has the Practice Manager AND Practice KnowHow modules, you can enable content billing. Content billing allows you to set up automatic invoicing when a client is sent a document that your firm has stored in Practice KnowHow. When a document is sent to a client, you can select a job and the Practice KnowHow content disbursement is automatically assigned to the job. Once content billing is enabled, you can charge for any Practice KnowHow content. You can set default amounts and descriptions for individual items of content.

ClosedEnable content billing

Settings - Practice KnowHow

When you enable content billing, you can set a default charge amount and a default description for invoices. These can be used as a defaults if you define settings for an item of content.

  1. Click Settings > Practice KnowHow > General Settings.
  2. Click Content Billing.
  3. Select the Enable content billing check box.
  4. Enter a charge amount - the default is $0.00.
  5. Enter text for invoice description.

The Practice KnowHow content disbursement code will NOT show in the Disbursement Codes in the Practice Manager settings, and is NOT available in the disbursement code selectors when you go to the Add Disbursement pages in a job or via the Practice Manager menu. However, it will be displayed in the Disbursements Analysis report and on the Disbursement page of Practice Manager.

ClosedDefine settings for content

Practice KnowHow - Add and Edit Content

When you define billing settings for an item of content, you can set a default charge amount and default text for invoices.

  1. Click Practice KnowHow > [Content].
  2. Search for or navigate to the content you want to enable billing for.
  3. Click the Edit button .
  4. In the Content Billing group, select the Define settings for this content check box to display the billing settings.
    • By default, the description and invoice amount are set from the content billing settings.
  5. Optionally, you can customise the invoice amount and description:
    • Select Use a specific charge amount, then enter the custom amount.
    • Select Use custom description on the invoice, then enter the custom description text.

ClosedView Chargeable Content

Practice KnowHow - Add and Edit Content

If you have enabled content billing you will see the Chargeable Content tab in Content Manager. This allows you to list all content that you have enabled billing on. It displays the Charge Amount and Invoice Description for each item. You can edit the content settings by clicking Edit.

Copyright © 2018 Wolters Kluwer