Uninstalling MaxBilling
To uninstall MaxBilling: Uninstall the MaxBilling Relativity® application from the workspaces Delete MaxBilling Agents Delete MaxBilling Configuration Object Delete all MaxBilling Resource […]
MaxBilling Configuration
MaxBilling can be installed on multiple workspaces within a Relativity® Instance. MaxBilling Configuration object is displayed on Admin level. Each MaxBilling installation can […]
MaxBilling Agents
MaxBilling ships with the following agents: MaxBilling PostInstallUpgrader Agent – executes the necessary upgrade changes on the application’s components after each new installation MaxBilling […]
Installation and Upgrade
Initial Installation If this is the first MaxBilling installation for the Relativity® instance, to install MaxBilling: Upload the provided .RAP file in […]
Email Templates
To create an Email Template, populate the following fields: Email Template Type – select a type of the template: (required) For Report – the template […]
Payment Terms and Methods
Payment Terms To create a Payment Term, populate the following fields: Name – name for reference. Calendar Days – set the period […]
Invoice Mapping
This setting refers to Invoicing functionality. The Invoice Mappings allow you to map specific Workspaces, Matters or Clients to an attorney. This […]
Attorney Information
This setting refers to the Invoicing functionality. Adding Attorney Information fields allows you afterwards to create Invoice Mappings. To create Attorney information […]
Invoice Information Fields
This setting refers to the Invoicing functionality. To add Invoice Information Field, populate the following fields: Field Type: Attorney Info – the […]
Invoice Templates
This setting refers to Invoicing functionality. To add Invoice Template, populate the following fields: Template Name: this name is for internal information, not […]
Storage Type Configurations
Edit the Repository entry to chose the formula which specifies how the Repository workspaces billable size will be adjusted. You can choose […]