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Create A Fixed Fee Matter Pre-Bill

How To Create A Fixed Fee Matter Pre-Bill In ZenCase

Christine Clark avatar
Written by Christine Clark
Updated over a week ago


ZenCase supports Fixed Fee Billing for Matters. A fixed fee matter is a matter that represents the estimated fixed fee total amount for the invoiced bill. You can add time entries as a fixed fee entry which will proportionately be adjusted to fulfill the fixed fee matter total amount for the invoice.

What will determine whether to use Fixed Fee Matter Billing or Fixed Fee Task Billing? Fixed Fee Task Billing requires a time entry to be associated with a task that is setup to be a fixed fee task. Fixed Fee Mater Billing does not require a time entry to be associated with a fixed fee task, however the matter must be designated as a fixed fee matter. You can choose to have fixed fee billing setup at the task or matter level for a time entry.

After you have setup your fixed fee matter and added the time entries to be applied as a fixed fee, then you can create your pre-bill.

Create A Fixed Fee Matter Pre-Bill

The first thing you will need to do is to mark your matter as Fee Type "Fixed" and set a Fixed Amount before you can generate the fixed fee matter pre-bill.

  • Go to the Matters list page by clicking on the "Matters" button in the left navigation sidebar.

  • On the Matters list page, in the header bar, click on the "Billing" tab.

  • Under Billing tab, hover your mouse over the "Fee Type" section and you will see an "Edit" pencil icon button.

  • Click "Edit" pencil icon button.

  • In the pop up window, select "Fixed" from the Fee Type dropdown.

  • Enter a Fixed Amount.

  • Click "Save".

  • Your fixed fee matter should now be setup to be a fixed fee for the amount specified.

  • Go to the Unbilled list page by clicking the Unbilled link in the left navigation bar.

  • Select the Matter tab for matter based billing. Fixed Fee Matter is only supposed for the matter 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 matter pre-bill and you can now review and approve your pre-bill.

On the Pre-Billed list page, you can view your new fixed fee matter pre-bill.

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