Fees Discount in Review Charges, Discount at time of billing

FEES DISCOUNT 

Applying a Discount in the Pre-Bill Stage. 

***Note: To undo the discount simply “undo” the invoice out of “Review Charges” and start again. 

Summary: 

1.  Review the settings in the Billing Group of the file; 

2. Request the file into prebill using Request Invoice; 

3. Click in the “Fees” column and change the amount; 

4. Fill in the “Task Code” (optional, Activity Code and Explanation); 

5. Finalize the Invoice. 

Details: 

1.  Review the settings in the Billing Group of the file.   

ADMIN -> BILLING -> BILLING GROUP tab.  Edit the Billing Group of the File using the pencil icon. 

How is the discount amount to be applied to the Fee Earners on the file?  

Confirm the setting.  If this setting is not reviewed before billing, it may need to be adjusted after billing using Adjust Invoice. 

2.  Request the file into prebill using Request Invoice. 

3.  Click in the “Fees” column and change the amount. 

On the "Review Charges" screen, click in the "Fees" column.  Enter the amount the Fees should be after the discount is applied.  Type the new amount of the Fees and press tab.  The “Fee Adjustment” screen will be displayed. 

Example, Current Fees are $1,000 and a 10% discount is to be applied, type $900 in the Fees column. 

4.  Fill in the “Task Code” (optional, Activity Code and Explanation). 

Task Code is a required field.  Choose one from the dropdown list or type into the field another existing task code.  The “OK” button will then become available.  The “Act Code” and “Explanation” fields are optional.   

Whatever is typed in the “Explanation” field will appear on the invoice in the “Fees” section (but only if the “Break out discount” button is turned on in the Bill Display Template). 

5.  Finalize the Invoice. 

Now that there is an invoice number, the Fee allocations of the discount can also be adjusted further by manually editing the invoice using the Adjust Invoice screen, and clicking on the “Allocations” button.