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:
- Delete the invoice, if applicable.
- Make the time entries non-billable.
- Edit the matter to update the billing method.
Here are the options if you have not entered billable time:
- 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:
- Delete the invoice.
- Edit the matter to update the billing method.
- Change the time cards to billable.
Here are options if you have NOT generated an invoice for this matter:
- Edit the matter to update the billing method.
- Change time cards to billable.