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- Under billing preferences, select the "Fixed Ratefixed fee" billing method. (You can also directly choose the fixed rate fee option upon creating the matter)
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- You will then need to provide specific details such as the Entity, Invoice Service, and the corresponding fixed ratefee for that matter.
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If there are any existing unbilled time logs for this matter, you have the option to change their status directly to "Non-billable" from this section. |
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When selecting the matter associated with the client, any fixed rate fee amounts that have not yet been invoiced will be displayed alongside the relevant time logs, expenses, and bill items.
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The service linked to this fixed rate fee (previously chosen for the matter) will be automatically added as a service item in the invoice, streamlining the billing process and ensuring accurate invoicing for the specified fixed-rate services.
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