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  5. Apply a Discount to an Invoice or an Invoice Line Item

Apply a Discount to an Invoice or an Invoice Line Item

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:

  1. From the left navigation panel, click Matters.
  2. 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.
  3. From the Matters Details left navigation, click Billing.
  4. From the tabs atop the Billing screen, Click Create Invoice.
  5. On the Add Invoice screen, a little more than halfway down the screen, find the Advanced Settings section.
  6. 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. 
  7. Click outside of the field.
    CosmoLex calculates the discount and adjusts the Total Invoice Amount
  8. Click Generate

Discount an Existing Invoice

To apply a discount to an existing invoice:

  1. Navigate to either Matter Details > Billing or Activities > Invoices.
  2. Click the invoice to highlight it.
  3. From the toolbar atop the screen, click Edit.
  4. Click Advanced Settings to expand the selection.
  5. 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. 
  6. Click outside of the field.
    CosmoLex calculates the discount and adjusts the Total Invoice Amount
  7. 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. 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. 

Updated on April 5, 2022

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