Entering Discounts - CaseFox | Legal Billing Software

Entering Discounts

Method 1: Sometimes clients want to see fees at regular rates and a discount to bring the hourly rates or fix fees to negotiated rates/fixed fees. To generate invoices that comply with these requirements, you can set your billing rates as your normal hourly rates (under "Staff Access/Rates") and enter your time. Then make one or more time entries with negative amounts (discounts). This way, your client will see your normal hourly billing and corresponding discounts. When entering discounts (negative amounts) in time entries, leave Hr/Min (or Tenth Hours) boxes empty (or zero).

Method 2: You may also enter a discount amount during invoice creation. When ready to create an invoice, follow the instructions on the Getting Started page. On the new invoice screen, enter the discount amount (note that this is not a percentage). This method is not available for the automatic invoice generation option.

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