Guides

Billing, explained plainly

Short answers to the questions a billing partner, office manager or bookkeeper actually asks, at a law firm or an accounting practice. No product tour first — the explanation, then where ModusBill fits.

What is three-way trust reconciliation?

The bank statement, the book balance and the sum of client ledgers, tied to one figure every month. What each leg is and what a finished reconciliation has to show.

How retainers work in an IOLTA trust account

A retainer is the client's money until it is earned. How it moves into trust, onto an invoice, and back to the client — and the mistakes that become bar complaints.

LEDES 1998B explained

What an electronic invoice must contain, the UTBMS codes it carries, and why corporate clients reject files that are almost right.

Flat fee, hourly or retainer

The three ways a firm charges, where the money sits in each case, and how to bill a matter that uses all three.

How to connect Stripe or PlaceToPay

Where the keys are in each dashboard, what to paste where in ModusBill, how to test with a sandbox, and how to go live.

How to connect QuickBooks Online

Which direction invoices, customers and payments each travel, linking a company, importing the history QuickBooks already holds, and what the connection deliberately will not do.

Moving from another system? See how ModusBill compares with Clio, PracticePanther and MyCase.

See it against your own matters

Thirty minutes with someone who knows professional billing — not a slide deck. Bring a real invoice and we will show you how it comes out of ModusBill. Then take 30 days with it, free.

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