Issuing Fixed Fee Bills
If you have selected your file to have a fixed fee in the Summary page, you can issue a bill without adding file activities.
You must have linked a primary client to the file. 1. Click Files in the left pane.
2. Select the file you want to create a fixed fee bill for.
3. Under the Financial tab, click Bills.
4. In the top pane, click Add.
5. A pop-up window will appear. Enter the name of the bill and click Save.
6. To issue the bill, select the bill and click Issue bill in the top grey pane.
7. A pop-up window will appear. Select the template you want to use for the bill. You can search for a template using the search bar provided.
8. Click Create.
The bill will generate and appear on the Activities page of the file.
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