To do this:


  • First, go to the Matter screen, locate the Fixed Fee matter you'd like to change, click to highlight the matter in blue and hit the Edit button. 



  • Once inside the Edit Matter screen, go to the Billing Method section and select the drop-down menu. 
  • Change the setting from Fixed Fee to Hourly, then hit the orange Save button on the upper right hand on the screen. The setting will now have been saved.



Please note - these are the only steps to take if you have not produced an invoice on the Matter before making the billing switch. If you have done so, you will have to delete the invoice first. To learn how to delete Invoices, click HERE. If a payment has been made on it, you can still delete the invoice in order to change the Billing Method. Any payment made will be moved into the Operating Account as a retainer after the invoice is deleted.