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Generating an Invoice Using Fixed Fee Billing

You can generate a fixed fee invoice.

 

To do this:

  1. In Actionstep Practice Management, click the global Create button and choose Bill from the Billing section. The Create Bill window appears.
  2. Choose the Matter with the fixed fee billing setup you want to bill for. The Fixed Fee Bill window appears.
  3. From the What amount you would like to bill list of options, choose Fixed fee:
  4. Click the Fee increase behavior drop-down list and choose from these options:
    • Create time entry: Choose this option to create a time entry for the fixed fee amount. The Create Time Entry window will be displayed where you can enter Hours Worked and Hrs to bill, choose a Quick-code, or enter a narration in the Description field.
    • Hide line pricing and show total only: Choose this option to view the Create Bill window, which shows your invoice with a fee adjustment only. It will not be associated with any time entries. You can, however, include an Invoice description on the invoice. (To ensure the narration appears correctly, make sure you use the right invoice template. To learn more, see Invoice Templates.)
  5. Click Save to save your changes and generate the invoice.

NOTES ABOUT REPORTING DIFFERENCES:  When using the time entry method, the time entry will appear in any reports that have time entries and any custom list views that contain time entries

If you are using the adjustment method, this will only appear in reports where adjustments are listed. If you use these to track fee earners' billable or billed time entries, it will not appear on any time entry custom list views.

 

Additional Resources:

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