Billing Codes

Some clients want separate invoices for different “groups” of hearings.  These likely correspond to different creditors, certain attorneys, states, or business units internally. Billing codes will let you break up invoices however you want.

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To set up codes, just click on the green button "Codes" on your home page, then add the code with a description. In the above example, you may want an invoiced grouped solely for one creditor, so you put in a three-character code and description of what it means to you. Now, when you go to create a hearing, there is a new field called “billing code” where you pick from the list you created.  The default code will be pre-filled and you can choose whichever you want. Then you'll get a master invoice overview along with custom invoices broken out by the codes you choose.

The "Use in State" is exclusively for clients that want invoices divided up by state.

Billing codes are account-wide.  So they are available to you and your team members.

To setup, click the green Codes button on your home page or visit https://docketly.com/billingcode/list.