Overview
ZenCase supports Fixed Fee Task Billing for Matters. A fixed fee task is a task that represents the estimated fixed fee total amount for the invoiced bill. You can then add time entries and associate them with this fixed fee task. Once a time entry is associated with a fixed fee task, then each time entry bill amount will proportionately be adjusted to fulfill the fixed fee task total amount for the invoice.
Add Fixed Fee Task To A Matter
To create fixed fee task bill for a matter, you will first need to create a task and set the fixed fee amount on the task.
Go to the Matters list page by clicking on the "Matters" button in the left navigation sidebar.
On the Matters list page, click the matter name in the "Matter Name" column.
You should be redirected to view the Matter details page.
Click the "Tasks" tab on the matter page.
On the matter tasks list page, click "Add Task".
Enter a task name.
Select "Fixed" in the Fee Type dropdown.
Enter an amount in the Budget Amount field.
Click "Save"
You have now successfully created a fixed fee task with the flat fee amount for the invoice.
You can now add or update time entries to associate your time to the fixed fee task.
Add Time Entry To Fixed Fee Task To A Matter
Continuing on the Matter details page, you can add the time entries you want to have be billed with a fixed fee.
Click the "Charges" tab on the matter page.
On the matter tasks list page, click "Add Time Entry".
Select Member from dropdown.
Select Date.
Select Billable option from dropdown.
Select Show On Bill option from dropdown.
Select Client from dropdown.
Select Matter from dropdown.
Select the fixed fee task in the "Task" dropdown.
Enter description.
Enter actual hours.
Enter adjusted hours.
Enter bill rate.
Click "Save"
You have now successfully created a time entry with a fixed fee task that will adjust the time for the flat fee amount of the invoice.
You can add as many time entries as needed and associate them with the fixed fee task.
Note: Fixed fees and expenses will not be proportionately adjusted to fulfill the fixed fee task total amount for the invoice. Only time entries will be adjusted for the fixed fee bill.
Great! You are now ready to generate your pre-bill as a fixed fee task bill.
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