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 each impacts the billing in relation to the time entries you create:

• Time-Based Only: This will make all of the time entries billable at the rate set up either in Firm Settings or Matter User rates.
  
  
• Contingency Based Only: This will default all time entries to NCDS, which can be used for internal tracking.
  
  
• Flat Fee Based Only: This will default all time entries to NCDS, which can be used for internal tracking.
  
  
• Not Billable: This will default all time entries to NCDS, which can be used for internal tracking.
  
  
• Time & Contingency Based: This will default all time entries to the same as time-based. If NCDS or No Charge is needed it will need to be manually selected.
  
  
• Flat Fee & Contingency Based: This will default all time entries to NCDS, which can be used for internal tracking.
  
  
• Time & Flat Fee Based: This will default all time entries to the same as time-based. If NCDS or No Charge is needed it will need to be manually selected.
  
  
• Billable - No Charge: Time Entries will default to No Charge, meaning the entry will appear on invoices but will have a 100% discount automatically applied to the line item. This way your client can see what work was done, but you will not be charging them for the specific item.
  
  
• Administrative: Setting a matter as "Administrative" will set all time entries to an "Admin" status. "Admin" time entries cannot be changed to a different status, and will be tracked separately on your Timekeeper Productivity Report for internal work.

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