Overview
SurePoint Practice Pro supports Fixed Fee Task Billing for Matters. A fixed-fee task represents the estimated total fixed fee for the invoice. 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, each time entry bill amount will be proportionately adjusted to fulfill the fixed-fee task total amount on the invoice.
After you have setup your fixed fee task and added the time entries to be applied as a fixed fee, then you can create your pre-bill.
Create A Fixed Fee Task Pre-Bill
The first thing you will need to do is to mark your task as "Completed" before you can generate the fixed fee pre-bill.
Go to the Tasks list page by clicking on the "Tasks" button in the left navigation sidebar.
On the Tasks list page, search for your fixed fee task.
Alternatively, you can view tasks from the Matter > Tasks tab.
Under the Actions column, click the three dots "..."
Click "Quick Edit"
In the pop-up window, select "Completed" from the Status dropdown.
Alternatively, you can select "Completed" from the Status column in the table view.
Click "Done".
Your fixed fee task should now be marked as "Completed".
Note: Tasks must be marked as completed in order to show on the pre-bill.
Go to the Unbilled list page by clicking the Unbilled link in the left navigation bar.
Select the Matter tab for matter-based billing.
Select the Client tab for client-based billing.
Apply filters by clicking "All Filters" to find your pre-bill.
Once you've determined the pre-bills you would like generated, select the rows from the table.
Select a date in the "Invoice Date" field to set the date to generate pre-bills.
Click "Generate Pre-Bills".
You have successfully created fixed-fee task pre-bills, and you can now review and approve them.
On the Pre-Billed list page, you can view your new fixed fee task pre-bill.
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