Can I add time entries that are not billed to the client?
You can either set a time entry to "No charge" or "No charge don't show". Both of these two options mean that your client won't be charged for the time, but they do have differences when it comes to billing. To make sure you are choosing the correct option, take a look at their differences below:
No Charge: The time will be saved with the entered rate, but a 100% discount will be applied. When you generate an invoice from Unbilled Activity it will be included on the invoice with this discount.
No Charge Don't Show: The entry will show in the time section, but will not be available to be added to a new invoice. It also will not affect areas such as Uninvoiced Time totals or the dollar amount totals in the Work In Progress report.
*Any Matters listed with a billing option of Flat Fee Based Only, Contingency Only, or Not Billable will automatically have No Charge Don't Show selected when creating new Time Entries.
Time Entry Rules
CARET Legal offers the ability to limit Time Entries from using pre-selected words that may cause the invoice to be rejected. In many areas of law, most frequently with corporate clients or during the LEDES upload process, bills are scanned and will ...
What Is the Difference Between Actual Time and Billable Time?
The time that you enter into Zola Suite is called actual time. If you are billing using an increment, billable time will be the amount of time you bill your client once it has been rounded up using your increment. For instance, you work on drafting ...
What Are the Different Billing Types?
Within CARET Legal, there are multiple options for how you would like to bill each Matter. The Billing Type is selected at the time of matter creation, but can be edited at any time in the Matter Options. Below is a list of the options offered, and ...
How to Charge Interest on Overdue Bills?
Occasionally, you may have clients who have overdue invoices. If you wish to charge them interest, or a late fee/penalty, you now have that option in Zola Suite. Before Interest charges can be generated, you must first enable this setting under Firm ...
Quick Ways to Capture Time
If you are getting paid for time spent, then it goes without saying, if you aren’t billing for your time, you are leaving money on the table. Zola Suite has several nifty ways to capture your time: Convert a Calendar entry to a Time Entry when ...
Experiencing degraded performance in CARET Legal?