Billing

Does managing sales stress you out? It’s definitely a hassle for many small business owners and even entrepreneurs. Now, RunSensible will handle everything for you! You can add all your products or services to the tool, send invoices, allow different payment methods, and even create a loyalty program. We don’t just care about you – we care about your customers too!

FAQs

Yes, RunSensible integrates seamlessly with QuickBooks and Plaid, allowing you to sync financial data across platforms.

Yes. To set up a payment schedule for a bill, start by clicking on Bills and selecting the specific Bill Number for which you want to create a payment schedule. In the bill interface, locate and click the Payment Schedule option. This will reveal the Add Payment Schedule button. Click on it to proceed to the next page. On this page, you’ll see a dropdown menu where you can choose a Payment Schedule Template to apply.

RunSensible offers a centralized dashboard that simplifies tracking all outstanding payments. With an intuitive interface, you can easily view draft bills, overdue bills, and paid bills in one place. Additionally, the status of bills is prominently displayed at the top of the main billing interface for quick access.

Absolutely! To link an expense to a matter, navigate to the Matters section and click on the specific matter name. This will take you to the detailed matter panel. From there, click on the Expense tab. You’ll see two options: Add Soft Expense and Add Hard Expense. Select the option that best suits your needs and proceed to input the relevant details.

Yes, RunSensible simplifies overdue payment follow-ups by automatically sending email reminders to clients. To customize the frequency and content of these reminders, navigate to the Bills section, select the specific bill by its number, and toggle the Bill Reminder feature on. You can then tailor the reminder schedule and message to suit your preferences.

To do so, go to the Bills section and click on Credit Notes at the top-left corner of the screen. Select the relevant Bill Number, which will take you to the Credit Notes panel. At the top of this panel, you’ll find a prominently displayed Refund button. Click on it to open the refund panel, where you can enter the Refund Date and select the Payment Method. Next, fill in the Reference# and Amount fields, ensuring the refund amount matches the credit note. Once all the necessary details are entered, click the Refund button at the top-right corner of the panel to complete the process. Alternatively, you can use the Refund button located above the currency field and follow the same steps to finalize the refund.

Certainly! Navigate to Settings, select Billing & Payments, and then choose Bill/Tax/Discount. Click on the Discount tab at the top of the section. To create a new discount, click the Add Discount button, which opens a configuration panel. In this panel, enter a descriptive name for the discount in the Name field and specify the discount value in the Value field. You can choose whether the discount is percentage-based or a fixed amount using the available options on the right. Once all the details are filled in, click Save to add the discount. The discount list also features a Status column, where you can activate or deactivate discounts by toggling the corresponding buttons.

Creating a Bill

With RunSensible, you can create invoices to send to your clients. Every type of product and service can be added to invoices. Discounts and taxes also apply any way you wish. Invoices can request payment, and you will be alerted if a client pays or not. Invoices are an exciting part of RunSensible; we love to see your hard work paying off!

Bill Status Overview and Payment Status Grid

Once you save a bill, it will be automatically added to the Bills List, where all of your bills are stored and organized. At the top of this list, you will find the Payment Status Grid, which offers a quick and clear overview of the current payment statuses of all your bills.

Filtering Bills

In addition to filtering bills by payment status, you can further narrow down your search by using the Filter button located in the top-right corner of the screen.

Searching and Customizing Bills

To the left of the Filter button, you will find a search box that you can use to look up a specific bill by entering relevant keywords or deta

Managing Bills

On the left side of each bill in the Bills List, there are two options you can use to manage your bills. The first option is the three-dot menu.

Emailing, Previewing, and Downloading Bills

On the right side of each bill, two action buttons offer additional functionality. The first is the Preview button, which allows you to view a digital preview of the bill’s document template.

Setting Up Payment Schedules for Bills

By default, the bill is set to be paid in a Single Payment. However, if you prefer to divide the bill into multiple installments, you can set up a customized payment schedule.

Creating a Payment Schedule Template

The Payment Schedule Template provides an efficient and flexible way to manage payment plans by automating installment arrangements based on predefined schedules.

Handle an Unavailable Client Name for Billing

In legal billing, accurate client identification is paramount to maintaining professionalism, ensuring compliance, and avoiding errors.

Bill Detail Panel and Editing Options

To access the detailed panel of a bill, click on the bill’s Number link, which is highlighted in blue. Alternatively, you can use any other method mentioned earlier to enter the bill’s detail panel. This will allow you to view and manage all the detailed information related to the selected bill.

Viewing Installments and Payment Details

Once you have saved your schedule, you will be able to view the installments listed at the bottom of the screen, each arranged in individual rows. These rows provide detailed information about the installment.

Customizing Payment Numbers

In the payment panel, the client’s name is displayed as a fixed field and cannot be edited. However, there is flexibility in customizing the installment’s payment number to better suit your specific tracking needs.

Online Payments Management

To mange the Online Payment, click on the bill’s Number link.

Using the Payment Tab for Bill Details

Within the bills section, there is an additional tab available for bills that have at least one payment recorded. This tab called the Payment tab, is positioned between the Information tab and the Timeline tab.

Accessing the Timelines Tab

To access the detailed panel of a bill, click on the bill’s Number link, which is highlighted in blue.

Managing Bills with Action Buttons

At the top-right corner of the screen, you will find several action buttons that provide important functionalities for managing your bills.

Managing Recording Payment

Clicking on the Bill Number takes you directly to the bill page, where you can access detailed information about the bill. At the top of the screen, next to the Write-Off button, you’ll find the Record Payment button.

Trust Management

To effectively manage trust requests within the Bills section, begin by navigating to the Trust tab, located at the top of the screen.

Accessing the Trust Timelines

Clicking on the Trusts Number takes you directly to the bill page, where you can access detailed information about the trust.

Trust Withdrawal

The Paid status indicates that the trust invoice has been fully settled. This status signifies that the total amount specified in the invoice has been successfully received and allocated as per the client’s requirements or instructions.

Trust Transfer

Click on the Paid trust Number to navigate to a detailed page specific to that trust entry.

Using the Write-Off Button for Uncollectible Bills

Clicking on the Bill Number takes you directly to the bill page, where you can access detailed information about the bill.

Credit Note

Clicking on the Bill Number takes you directly to the bill page, where you can access detailed information about the bill.

Manage Credit Notes

To manage your credit notes, start by navigating to the Credit Notes tab. This section provides a detailed list of all the credit notes you have issued, allowing for easy tracking and management.

Credit Notes Timeline Tab

To access the detailed panel of a Credit Notes, click on the credit notes Number link, which is highlighted in blue.

Initiating the Refund Process

When you click on Credit Notes Number you will be directed to the credit notes panel. At the top you will see a Refund button prominently displayed. This button is essential for initiating the refund process.

Bill Templates

RunSensible allows you to customize how your invoices look when sending them to clients. With these templates, you can modify the layout, style, and content of your bills to align with your firm’s branding and preferences.

Bill/Tax/Discount Management

The Bill/Tax/Discount section of the system is designed to provide users with a centralized location to configure and manage critical aspects of billing processes, taxes, and discounts.

Setting up Stripe Payments

RunSensible allows you to keep track of all your business financials. You can track your expenses and read reports on how much each team member has spent. This allows you to better understand how much it costs to run your business and how much budget you need.