How to generate a flat fee invoice?
1. Log in to MatterSuite and go to Billing tab.
2. Open Time Entries and click Add Entry.
3. In the pop-up, select the Flat Fee checkbox.
4. Enter the date, description, and flat fee amount.
5. Review the details and click Save.
Refer to the image below :
Related Articles
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 fixed fee for the expenses?
If you have a fixed court fee: 1. Go to the Settings section. 2. Click on Time and Expense Categories. 3. Click the Add Category button on the right side. 4. A pop-up will appear. Select Expense Category. 5. Fill in the details and click the Save ...
How 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.
How to add a new time entry?
1. Log in to your MatterSuite account. 2. Go to the Billing module. 3. Click Time Entries. 4. Select Add New Entry. 5. When the pop-up appears, enter all required details such as date, duration, description, and matter (if needed). 6. Click Save to ...
How do I create a new invoice?
Go to Billing → Bills. Click New Bill. Select the client and matter. Add time entries, expenses, and any fees. Review and click Save or Generate Invoice. Download, print, or email the invoice. Refer to the image below.