AdvologixPM

What is the best process to follow for 'ZERO Fee' billing?

Updated on

Purpose of using Zero Billed time is when you wish to add or show billings without any amount as value.  This article illustrates the best process to follow for zero fee billing (or uncharged billings).

Navigate to AdvologixPM

Go to the Rate Table

Go to Rate Table

Add a New Rate

Add a New Rate
  1. Set up another rate (optional) as "ZERO Fee" charged per hour and set rate amount to $0
  2. As you work the matter, you can optionally add new Billing records to keep track of time spent on the matter that was should not be charged for.  
  3. Click Save

Go to Matters Tab

Go to Matters TAB

Select a Matter to Apply the Flat Fee

Select a Matter to add 'Flat Fee' Bill to

Create a New Billing

Create a New Billing from the Matter

Setup the Billing Form

Setup Billing Form

Fill in required fields:  

  1. Choose 'Rate Table' from the Rate Type drop down (wait while available Rate Tables load)
  2. Select the Rate table item for uncharged Fee desired (for ex. ZERO Fee)
  3. Set Hours to 'actual duration of time spent'
  4. Add a Description of " Do Not Bill"
  5. Select Finish

Select More - if you wish to add further details (See: Bill Edit Form )

Billing Shown on the Matter

Billing shown on Matter
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