Unlike regular Fixed Fees, before you can invoice a Completion Based Fixed Fee, you must mark it completed.
Marking a Completion Based Fixed Fee as Completed
Navigate to the Matter with the Completion Based Fixed Fee.
Select the Fixed Fees tab.
Locate the Completion Based Fixed Fee you wish to mark Completed.
Select the Triple Dot option.
Select Mark Completed
Generating Invoices for Completion Based Fixed Fee
Once the fixed fee is marked Completed, follow these steps to generate an invoice:
Return to the Billing tab.
Click on Ready to Bill.
Search for the relevant matter.
Select Fixed Fee.
By default, all boxes are checked to include any hours (nonbillable, billable, and fixed fee), fixed fees (Completed or regular), and expenses.
If you only want to invoice the fixed fee itself, uncheck all other boxes.
Click the green Bolt icon to quickly create a draft invoice.
Creating an Invoice when there is a Completion-Based Fixed Fee and a regular Fixed Fee
In cases where you have both a Completion-Based Fixed Fee and a regular Fixed Fee, they may be grouped together for invoicing. If you need to bill only one of these fees:
Instead of using Quick Create, select Step by Step Create a Draft Invoice.
This will allow you to choose which fixed fee to invoice.
Uncheck the fee you do not wish to include.
Click Prepare Invoice to generate a draft invoice.
