How should I configure the billing for a new matter to be flat fee and hourly?
The billing type you select for a Matter is for internal reference and will not limit the entries you can add, you will always be able to create time entries and add flat fees to an Invoice for a Matter.
To notate this billing when adding a new matter, you will have the option to select a hybrid of the two billing types – "Time & Flat fee-based".
How Do I Invoice Hard and Soft Costs For a Flat Fee Matter?
In general invoices for a flat fee matter will come from a blank invoice with a service for the flat fee. However, if you are looking to also add soft and hard cost expenses to the invoice as well you will need to create the invoice from unbilled ...
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 ...
What is the Flat Fee Productivity Report?
The Flat Fee Productivity Report was designed to provide you with a breakdown of how much you have billed and collected for Flat Fee Services. The hours worked will include any users’ who entered time for this Matter. The imputed Total (Regular ...
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 ...
What is the Difference Between “Work Categories/Type” and “Services”?
“Work Categories/Type” and “Services” serve two different purposes within Zola Suite. Work Categories/Types are mainly used for hourly billing, while Services are for a flat fee service. A “Work Category” would be the type of work or task you are ...
Experiencing degraded performance in CARET Legal?