Objectifs
Etapes
LEXZUR utilise la fonction du montant forfaitaire qui rend facile de la facturation pour les utilisateurs.
Les dossiers peuvent être facturés sur la base d'un taux horaire ou d'un tarif fixe,
ce qui permet aux clients d'utiliser des options de facturation .
Cela signifie que les dossiers peuvent être facturés sur la base d'honoraires fixes, quels que soient les relevés horaires enregistrés.
Comment l'utiliser :
Pour activer la fonction du montant forfaitaire, procédez comme suit pour chaque dossier:
Ouvrez le dossier concerné et cliquez sur le bouton « Préférences de facturation ».
- This will redirect you to the settings tab, where you can specify the billing preference whether it is Hourly Rate or Fixed Fee.
- Under billing preferences, select the "fixed fee" billing method. (You can also directly choose the fixed fee option upon creating the matter)
- You will then need to provide specific details such as the Entity, Invoice Service, and the corresponding fixed fee for that matter.
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.
Once the Lump Sum feature is enabled, you can seamlessly utilize it in invoices.
When selecting the matter associated with the client, any fixed fee amounts that have not yet been invoiced will be displayed alongside the relevant time logs, expenses, and bill items.
The service linked to this fixed 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.
Once the Lump Sum feature is enabled and applied to a matter for billing, it cannot be changed back to the hourly rate option at a later time. However, you can still add time logs and expenses and invoice them separately.
Matter related Invoices will be then easily accessible from the Matter page under the Invoice Tab
For more information about LEXZUR, kindly reach out to us at help@lexzur.com.
Thank you!
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