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Change the Billing Method

Changing the billing method associated with your matter is possible, but it depends on two factors:

  • The original billing method selected
  • The billing-related activities recorded for the matter up to the present date.

For Hourly Billing Methods:

The actions required depend on whether you have created billable time entries.

Here are the options if you entered billable time and/or generated an invoice:

  1. Delete the invoice, if applicable.
  2. Make the time entries non-billable.
  3. Edit the matter to update the billing method.

Here are the options if you have not entered billable time:

  1. Edit the matter to update the billing method.

Fixed Fee and Contingency Billing Methods:

The actions required depend on whether you have generated an invoice.

Here are options if you’ve generated an invoice for this matter:

  1. Delete the invoice.
  2. Edit the matter to update the billing method.
  3. Change the time cards to billable.

Here are options if you have NOT generated an invoice for this matter:

  1. Edit the matter to update the billing method.
  2. Change time cards to billable.

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