Display a Detailed Description on a Fixed Fee Invoice

If you set a matter’s billing method to Fixed Fee, the system automatically categorizes all future timecard entries on that matter as non-billable, preventing them from displaying on matter invoices.

You may want to send fixed fee clients an information-only invoice detailing your work without charging them, but fixed fee invoices do not include a description of the services provided. 

You have two options for including this information on your fixed fee invoices.

Option 1: Change the Billing Method to Hourly

Alert: You must change the billing method prior to creating any time entries or generating any invoices.

To change the billing method to hourly for description display purposes:

1. Edit the matter and change the billing method to hourly.
2. Add a flat rate timecard for the fixed fee total and include a detailed description of the services you provided.
3. Add additional timecards to the matter, if applicable, but under Billing Info > Billing Status, click No Charge. This ensures they display on your invoice, but with a value of $0.00.
4. Generate the invoice.

Option 2: Add a Detailed Description to your Fixed Fee Invoice

To add a detailed description to your fixed fee invoice:

1. Track expenses and any non-billable time as usual.
2. From Matter Details, create a fixed fee invoice.
3. In the Description field, enter your detailed description. This free-form type field displays atop your invoice as a default. You can change the location of this field in the same manner through which you can add or remove invoice template fields.

Note: Timecards marked as non-billable will not appear on the invoice.