The following article illustrates the best process for Flat Fee or Fixed Fee billing.
Navigate to AdvologixPM
Go to the Rate Table
Add a New Rate
Set up a new rate (ex. "Fixed Fee for Divorce"), set charged per as "item" and set amount for the fixed rate and set the rate to time.
Click Save
Go to Matters Tab
Select the Matter to Apply the Flat Fee
Create a New Billing from the Matter
Setup the Billing Form
Fill in required fields:
- Choose 'Rate Table' from the Rate Type drop down (wait while available Rate Tables load)
- Select the Rate table item for Flat Fee desired (for ex. Flat Fee for Visa)
- Set Hours to '1'
- Add a Description
- Select Finish
Select More - if you wish to add further details (See: Bill Edit Form )
Billing Shown on the Matter
