Clever Case: Updating Billing Recipients
Clever Case is the priority system for tracking client matters and history. As such, our records kept outside of Clever Case must be able to be tied back to Clever Case. There are a few key pieces of information which must match, including our trust ledgers, client name in Xero, Accounts Receivable history, and request hub tickets.
If you update the Billing Recipient on a clever case matter, you must notify accounting via Request Hub
This is to ensure our external records can be matched to the NEW billing recipient. With out an updated record, Gravis Law may wind up with duplicate histories or client trust accounts instead of one uncomplicated record.
Some common scenarios which will require a ticket of this type:
- You have fixed a misspelling of the billing recipient name
- You have updated the billing recipient from a client name to an entity name
- A client has requested PRINTED invoices mailed to them in lieu of emailed invoices
- Your client should no longer receive interest levied on their past due balances
You do NOT need to create a ticket if you have updated a client between the PNC status and signing of the engagement letter, that information may be included when you submit the engagement letter to Request Hub.
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