Flat fees are fixed sums you charge a client regardless of the amount of time billed to a matter, such as a patent search and application. In this type of fee billing, time entries are deducted from the flat fee total - sums over or below the flat rate are written off.
Adding flat fees from a matter's Quick actions panel
To add flat fees from a matter:
Head to Matters, then open a matter
Navigate to the Quick Actions panel, then tap Add flat fee
Enter the flat fee and UTBMS code, then tap Save
Adding flat fees under Activities
To add flat fees from under Activities:
Go to Activities, then tap Add flat fee
Choose the matter name, then enter the flat fee
Input a UTBMS code, then tap Save
Adding flat fees from + icon on main Dashboard
To add flat fees from the + icon:
Tap the pinkish + button, then click Add Flat Fee from the dropdown options
Choose the matter name, then enter the flat fee
Input a UTBMS code, then tap Save
Adding flat fees from workflow
To add flat fees from through a workflow, check out our documentation.