Objective:
- Billing for Time on a Flat Fee Matter without having it displayed on the Bill itself
- Reporting on hours for a Flat Fee Matter
Environment:
- Clio Manage
Additional Information:
- n/a
Procedure:
- Create the Matter as a Flat Fee. For instructions, click here
- Enter Time for the Matter as a no charge or a $0 Rate (if the Matter is set to flat fee the time will automatically be entered with a $0 Rate)
- When you're ready to Generate the Bill, select the main Billing tab
- Click New Bills
- Locate the Matter and check the box next to the Matter (Select Filter to locate a specific Matter)
- Select Generate
- Under detail level select Aggregate
- Select Generate Bills
- Open the Bill
- Select Edit
- Locate the Activity Category Field on the Bill and type Flat Fee
- Select Save Invoice