You can apply a discount to an invoice or an invoice line item when creating or editing an invoice.
Discount a New Invoice
To apply a discount to an invoice you are generating:
- From the left navigation panel, click Matters.
- From the Matters screen, double-click the matter, or single-click the matter to highlight it, then from the toolbar atop the screen, click Details.
- From the Matters Details left navigation, click Billing.
- From the tabs atop the Billing screen, Click Create Invoice.
- On the Add Invoice screen, a little more than halfway down the screen, find the Advanced Settings section.
- In the Discount field, take the appropriate action:
- Leave the Discount drop-down set to Percent. In the field to the left of the drop-down, enter the appropriate percentage as a whole number. For example, enter 20 for a 20% discount.
- From the Discount drop-down, select Fixed. In the field to the left of the drop-down, enter the fixed amount.
- Click outside of the field.
CosmoLex calculates the discount and adjusts the Total Invoice Amount. - Click Generate.
Discount an Existing Invoice
To apply a discount to an existing invoice:
- Navigate to either Matter Details > Billing or Activities > Invoices.
- Click the invoice to highlight it.
- From the toolbar atop the screen, click Edit.
- Click Advanced Settings to expand the selection.
- In the Discount field, take the appropriate action:
- Leave the Discount drop-down set to Percent. In the field to the left of the drop-down, enter the appropriate percentage as a whole number. For example, enter 20 for a 20% discount.
- From the Discount drop-down, select Fixed. In the field to the left of the drop-down, enter the fixed amount.
- Click outside of the field.
CosmoLex calculates the discount and adjusts the Total Invoice Amount. - Click Generate.
The screen displays the new Invoice Amount and Invoice Balance.
Your Discount will appear on the invoice as follows:
Important
To change an invoice that you have delivered, or to waive a remaining balance, see Change or Write Off an Invoice.
Discount Line Items
To discount individual line items, create an entry with a negative value. For example, enter the amount as (-20.00) to offset a $20.00 item.
Note
This will work for hourly matters only.
- From the left navigation panel, click Matters.
- On the Matters screen, single-click the matter to highlight it, then on the far right in the black navigation panel, click the clock icon.
- On the Add Timecard window that opens, complete your timecard.
- In the Time and Amount section, enter the amount as a negative value.
- Use the Rate Type field’s drop-down to click Flat Fee.
- Click Save. See Add a Flat Fee Timecard to an Hourly Matter.
We recommend this practice only if:
- A discount is needed for a particular biller’s time or fee.
- Tracking fee per timekeeper is important.
This will also show on the Timekeeper’s billed fee reports.