Your ability to change the billing method depends upon:
- The original billing method
- The matter’s billing-related activities to date
Fixed Fee & Contingency
The actions required depend on whether you have generated an invoice.
You Generated an Invoice
- Delete the invoice.
- Edit the matter to update the billing method.
- Change the time cards to billable.
You Have Not Generated an Invoice
- Edit the matter to update the billing method.
- Change time cards to billable.
Hourly
The actions required depend on whether you have created billable time entries.
You Entered Billable Time and/or Generated an Invoice
- Delete the invoice, if applicable.
- Make the time entries non-billable.
- Edit the matter to update the billing method.
You Have Not Entered Billable Time
- Edit the matter to update the billing method.