Lawcus simplifies Flat Rate Billing, streamlining the process of billing clients on specific matters. This guide provides a concise overview of the steps involved.
Flat Rate Billing for New Matters
When you create a new matter, click on the
Billing Typedropdown and selectFlat rateas the billing type underBilling Preference.
Specify the flat rate for this matter by clicking
Billing Rate.Note: Lawcus automatically records a one-hour time entry at the flat rate.
You will notice the flat fee amount as Uninvoiced under the
Financial Infosection. Click onCreate Invoicenext to theuninvoiced amount.
Review the invoice and click
Saveto finalize it.
Flat Rate Billing for Existing Matters
Go to the
Matterswindow. Click onAdd flat feeand add the details. You can also add a Flat Fee within theActivitiessection, alternatively.Return to the
Financial infosection and clickCreate Invoiceto proceed.Review the invoice and click
Saveto finalize it.
Note: Lawcus allows ongoing time tracking for the same matter.
Flat Fee Billing while Creating an Invoice
Click on
Billingon the left and select theInvoicestab.Click on
New Invoiceon the right and add all the required details likeClient,Matter,Template,Currency,Invoice Options,Tax Options,Detail Level, etc.Click on
+Addoption underFlat Fees.Add the required details and click on
Saveto finalize it.