How to add a fixed fee for the expenses
If you have a fixed court fee, go to the settings section, add a fee for the expense category & then generate an expense entry with that category.
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How to generate a flat fee invoice
Log in to MatterSuite and go to Billing. Open Time Entries and click Add Entry. In the pop-up, select the Flat Fee checkbox. Enter the date, description, and flat fee amount. Review the details and click Save. Refer to the image belowHow do I add a new Expense entry to the ledger?
Go to Billing → Ledgers. Click Add Expense on the top-right. Enter the relevant expense information. Click Save to add the expense record.Benefits of using expense entries
Simplifies expenses tracking and management Ensure accurate & transparent client billing Reduces manual effort & accounting errors. Helps maintain detailed expense reports for audits or reviews Examples of expense entries - Court filing fee, Travel ...How to add a new time entry
Log in to your MatterSuite account. Go to the Billing module. Click Time Entries. Select Add New Entry. When the pop-up appears, enter all required details such as date, duration, description, and matter (if needed). Click Save to create the time ...How do I add a new Income entry to the ledger?
Go to Billing → Ledgers. Click Add Income on the top-right. Enter the transaction details (date, description, amount, and related matter if needed). Click Save to record the income.