Change the Billing Method

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

  1. Delete the invoice.
  2. Edit the matter to update the billing method.
  3. Change the time cards to billable.

You Have Not Generated an Invoice

  1. Edit the matter to update the billing method.
  2. 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

  1. Delete the invoice, if applicable.
  2. Edit the matter to update the billing method.
  3. Make the time entries non-billable.

You Have Not Entered Billable Time

  1. Edit the matter to update the billing method.
Updated on August 25, 2020

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