In Actionstep there are 2 billing bases: Hourly and Fixed fee. While hourly billing looks at time/fees entered to calculate the billing total, fixed fee allows a set amount to be billed.
Setting a matter to fixed fee
Matters are set to Fixed Fee by choosing the Fixed Fee arrangement in Matter Billing Options. Matter Billing Options are located within a matter > Billing (icon) > Matter billing options.
In matter billing options, set the Arrangement to Fixed Fee and Enter a quoted amount. Save.
Now the Bill Now button displays the quoted amount.
Regardless of fees and expenses, the matter will be billed at the quoted amount each time the matter is billed. The matter will keep this setting whether billed in the matter or the mass billing screen.
Flat fee entries
Another way to bill a specific amount is to create fixed fee time entries.
To set this up, see Rate Labels