In CosmoLex we don't currently have a feature for recurring billing. However, here are steps to use our suggested workaround.

First note that any recurring billing, even if a flat amount, is not a Fixed Fee matter, as fixed fee is meant to be billed just once. For that reason, we will be setting this up as an hourly matter

1. When adding matter, set "Billing Method" to Hourly
2. Once the matter is created, you can make a FLAT time entry for your recurring fee. To do so, click Add TIME, select your timekeeper, enter a task such as Legal Services, change the Rate Type to FLAT and enter the rate as the flat amount. This is the amount you wish to reoccur. 



3. If you want to itemize your actual activities, you then can enter your time cards as always, but in advanced settings change the billing status to No Charge. That way the activity will show up on the invoice, but will not add to your flat fee.


If you want to enter time for internal tracking, and do not wish to add it to the invoice, you then can enter your time cards as always, but in advanced settings change the billing status to Unbillable. That way the activity will not show up on the invoice.


You will need to follow this process monthly (or however often your recurring fee is)