Time Tracking: Choose to either show time tracking options by default or disable it by unchecking the checkbox.
Check the checkbox if you want to include courtesy billing time in daily total (Today’s Billable Time).
Ledgers & Charges: In this section, you may hide dollar amounts so that only Power Users with Accounting and Administrators can see it.
Change the Minimum Time Increment to 3 minutes, 6 minutes, or 15 minutes. Note: The billing time increment set in the case’s billing info trumps the increment set in the contact’s billing setup which in turn trumps the increment set here in the firm preferences.
You may select the checkbox to enforce a Predefined Description when Recording New Case Ledger Entries. This applies to non e-bill cases. UTBMS-only cases are always enforced.
You can set the Maximum Length of Ledger Descriptions by entering a number in the textbox. By default, the maximum length is set to 65,535.
Invoicing
Here, you can set a fixed Late Fee Percentage for your invoices as well as the corresponding Invoicing Terms to determine how many days can elapse before an invoice is considered Past Due.
Invoice Appearance: This section gives you a variety of customization options for how the invoice is displayed, ranging from formatting and defaults for certain fields to which info is actually displayed on the invoice and how it’s organized.
Default Billing Disposition: Used for LEDES exporting.
Margins & Spacing: The page margins as well as the specific margins of certain areas of the invoice are editable here.
Reference/Memo Section: Select which info would you like to show/hide in the invoice’s Reference/Memo field.
Invoice Templates: Upload PDF invoice letterhead templates to replace the background for invoices created through MerusCase. The elements of the invoice that you can customize with a template are the letterhead at the top and the footer at the bottom.
Select the desired invoice template for your firm by clicking the star icon next to the template you want to use for invoices.