To Add an Administrative Fees for Total Fees being billed for the Matter. This is a percentage of fees on an invoice. The user will set the administrative fee percentage on the matter. Please note, the administrative fee can be displayed on the invoice optionally in the Totals options section of the Invoice Configuration. In the Grand Total section of the invoice, the percentage of fees dollar ($) amount is represented and added to the fees subtotal.
Administrative fees are only applicable for new invoices.
Navigate to Matters Tab
Choose a Matter
Click on the name of the Matter
Set Desired Administrative Fee
This is a percentage of fees on an invoice.
Above shows Administrative Fee field on Matter detail page.
Administrative Fee on Invoice Detail Page
Add Administrative Fee to Invoice Configuration
AdvologixPM Setup Tab
Choose Account Statement Configuration
Select relevant Invoice Configuration template
Scroll to Total Summary Options section (bottom)
Select checkbox next to Show Administration Fee?
Click SAVE
Invoice Generated
Displays in Totals Summary section
After a New invoice is generated (using Print on already formed invoices, or Create invoice for a NEW invoice) shown in the totals Summary section