Can I Track Time For a Flat Fee Matter?
When a Matter is set to "Not Billable" "Contingency Fee Based" or "Flat Fee Based" all Time Entries will automatically be saved as No Charge Don't Show.
This will allow you to track the time for your own records, however, it will not show up on any invoices.
You can choose to save Time Entries as No Charge, in which case the Time will show up on invoices but a 100% discount will be applied. This way the client can view what work was done, but will not be charged for it.
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 ...
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 ...
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 ...
How Do I Bill Flat Fees?
You can bill flat fees by creating a Blank Invoice: From the Accounting section, click the + button on the green bar and select New Invoice From Scratch. Now you can select that Matter you would like to create the invoice for. Now you will be able ...
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 ...
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