Part Six: Set Up Billing and Invoice Settings in LiraDocs

Before using LiraDocs Billing, we highly recommend scheduling an Introduction to Billing Training to familiarize yourself with the system. Additionally, the following guides can assist you:

• Firm Billing Settings – Configure your firm’s billing preferences and payment methods.
• Invoice Settings – Customize your invoice templates, payment terms, and reminders.
• Bringing Over Past Due Balances – Learn how to migrate outstanding balances from your previous system.
• A Staff Member Left? – Ensure departing staff members are fully offboarded from the billing system. A step-by-step guide is available here.

For additional support, reach out to your Onboarding Specialist or explore our knowledge base.