Discounts can be created in several areas of the program. These can be set on an individual matter or per bill basis.
Setting discounts in a matter
Go to Billing > Matter billing options in a matter.
Discounts can be set as a percent of bills or a fixed amount.
The discount displays on the bill and changes the total:
Setting discounts on a bill
Selection the discount field prompts the user to enter a discount with the same options as the matter settings.
Displaying discounts in bill templates
Discounts will appear on built-in bill templates:
The discount field can be added to custom templates by using the merge field:
SP_FeeDiscountDescription - to show the discount description
SP_FeeDiscountAmount - to show the discounted amount