Discount or write-down invoice
Write-down time entries while entering time or editing your pre-bills. Discount the overall invoice by a certain dollar amount or percentage.
Generate all your bills at once
Batch generate all your invoices at once, by attorney, or one-by-one. Print a PDF off for each attorney or approve pre-bills electronically.
Move Billing Entries
Add entries to pre-bills that were put in late or entered on an incorrect matter.
Customize your invoice templates
Centerbase will customize your invoice template to look exactly like your previous system’s invoice.
Email your clients their invoices to get them in their hands faster.
Pay invoice with credit card
Clients can pay their invoice with a credit from the emailed invoice, speeding up the payment process.
Utilize multiple trust accounts per matter
Manage your trust accounts from within Centerbase. Each matter can be assigned multiple trust accounts.
Keep an evergreen retainer
Set a firm-wide evergreen retainer replenishment amount, on a client-by-client basis, or on a matter-by-matter basis.
Invoice in LEDES format
Generate any type of LEDES invoice. Centerbase will alert you if any fields are missing and then make it easy to download multiple LEDES invoices at once.
Receive a single payment and apply it across multiple invoices. Apply partial payments to specific timekeepers or expenses on an invoice.
Apply trust payments and client credits automatically
Funds can automatically be transferred from the trust account or matter credits once an invoice is posted.
Remind your clients about unpaid invoices
Use Centerbase’s Workflow Engine to send out automatic email reminders to your clients about their outstanding invoices after a defined period of time.