Client Billing Management Template

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Efficiently track and manage client billings with this comprehensive template designed for finance managers in the law industry. This template helps you ensure timely and accurate invoicing, payment collection, and the overall management of billing information.

With tasks ranging from creating invoices to developing systems for tracking due dates, this template provides all the tools you need to streamline your billing process and enhance financial accuracy and efficiency.

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Client Billing Management for Priority Matrix

Client Billing Management in Priority Matrix

Track and manage all client billings to ensure timely and accurate invoicing and payment collection.

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Proposed Tasks

High Impact, Immediate

  • Task 1: Create invoices for all active clients due in 1 day
    ☐ Create invoice ☐ Review invoice for accuracy ☐ Send invoice to client
  • Task 3: Send payment reminders to clients with overdue invoices due in 2 days
    ☐ Identify overdue invoices ☐ Send reminder email
  • Task 2: Track payment status for all invoices due in 1 week
    ☐ Check bank statements ☐ Update payment status in system

High Impact, Scheduled

  • Task 4: Review and update client billing information due in 1 week
    ☐ Review client files ☐ Update billing information in system
  • Task 5: Develop a system for tracking invoice due dates due in 2 weeks
    ☐ Identify software options ☐ Implement chosen solution
  • Task 6: Reconcile client payments with bank statements due in 3 weeks
    ☐ Print bank statements ☐ Match payments with invoices
  • Task 7: Report on monthly billing and collection status due in 1 month
    ☐ Prepare report ☐ Present to management

Low Impact, Scheduled

  • Task 8: Review and update billing policies and procedures due in 2 months
    ☐ Review current policies ☐ Identify areas for improvement ☐ Update policies
  • Task 9: Train staff on new billing procedures due in 3 months
    ☐ Prepare training materials ☐ Conduct training sessions
  • Task 10: Implement a system for automated payment reminders due in 4 months
    ☐ Research software options ☐ Implement chosen solution