Blueleaf Billing: Client Level Overrides

This article outlines the client-level billing configuration options available to support mixed billing settings. Currently, there are four settings available to change at the client-level depending on your firm level settings:

• Billing Frequency - only shown if firm is set up to bill "monthly", allowing for clients to be overridden to "quarterly"
• Valuation Type - ADB or Period End
• Accounting Method - Arrears or Advance
• Cash-flow Threshold - only shown if firm is set up for "cash-flow adjustments", allows the firm level cash-flow threshold to be overwritten at the client level

Choosing Client Overides for single client:

1. Go to Clients & Accounts page, and select client you wish to change the settings for from the list on the left-side of the screen
2. Click "More Options" button

3. Click "Client Overrides" button

4. A pop-up screen will appear where you can edit the Billing Frequency (firm default must be monthly), Valuation Type, Accounting Method using the drop-down menus

For Cash-flow Threshold (firm default must be enabled for cashflow adjustments), unselect the "Use Firm Default" checkbox to enter the client-level cash-flow threshold in the box that appears.

5. Once the desired options are selected click "Save overrides" button to save changes

Choosing Client Overides for clients in bulk:

1. Go to Clients & Accounts page, and select "Grid View". Make sure that you are viewing the "Clients" tab

2. Select the clients you wish to include to make the client overrides using the checkboxes on the left-hand side of the grid view. The checkbox to the left of the headers selects all clients

3. After selecting the clients to include, choose "Set Billing Frequency", "Set Valuation Type", "Set Accounting Method", "Set Cash-flow Threshold" from the drop-down action list

4. Choose the desired change from the drop-down menu that appears after selecting the option from step 3. For "Set Cash-flow Threshold" enter the value

5. Click "Apply" to save changes

Need help? Email vipsupport@blueleaf.com with any billing questions, feedback, or issues.