Default Billing Method - Admin

Default Billing Method - Admin



Setting up default billing allows you to charge a standard rate for all bills issued by your organisation through Thread. 

You can choose to set up the default billing method as: 

      - Rate per category – default rate per category, i.e., €300 for wills. 
      - Rate by file owner – everything in the file will be charged at the file owner's rate. 
      - Rate by author – everything in the file will be charged at the author’s rate. 

  1. - Fixed fee. 

Note: you can also include an individual file and item rate that overrides the default rate, and an individual item rate that overrides the default. 

Setting Up a Billing Method 

  1. 1. Click Admin Settings in the left pane under the User Hub section. 

 

  1. 2. In the System tab, click on the drop-down menu and select Billing Method.


  1. 3. Select Billing Method and click Edit in the top grey pane. 

 

  1. 4. A pop-up window will appear. Select the billing method you want to apply and click Save. 

 

 

Turning on Default Billing 

To ensure that default billing is turned on in Thread: 

  1. 1. Click Admin Settings in the left pane under the User Hub section. 

 

  1. 2. In the Files tab, click on the drop-down menu and select Time Type. 


  1. 3. Select Billable Time and click Edit in the top grey pane. 

 

  1. 4. A pop-up window will appear. Toggle the Default box to Yes and click Save. 

 


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