Need to invoice for a matter at "Contingency" and at "Bill at Matter Closing."

I set the matter (or case) billing method to "Contingency" and frequency at "Bill at Matter Closing." Now I want to invoice. What do I do?

  1. Go to the matter.
  2. Click the Add Time button.
  3. Change the Entry Type to Case Closing Settlement.
  4. Put in the required information, including the settlement amount.
  5. Close the case.
  6. Click the blue Invoicing tab.
  7. Click the Create Invoice button.
  8. Make sure the dates are correct.
  9. Change the Project Billing Frequency filter to Bill at Matter closing. (This filter is off to the left under the Select Clients tab.
  10. Put a check to the left of the desired matter.
  11. Click the Save button.

If there were any expenses included in this invoice, it is added to the contingency fee.

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