Editing Monthly Fee Billing for Matters

When you select a billing mode of monthly fee for a matter, the Mth Schd. tab appears on the Matter Maintenance – Modifying existing Matter window. You do not have to use the additional settings on the Mth Schd. tab – you can just enter the recurring monthly amount on the Billing tab. However, if you want to specify the number of monthly periods you want to bill for, and/or change the amount on a bill-by-bill basis, leave the Monthly Fee box blank on the Billing tab and complete the settings on the Mth Schd. tab.

1. Select Matters > Matters or click the Matters toolbar button. The Matters Browse window appears.

2. Highlight the matter you want to edit and click Open. The Matter Maintenance – Modifying existing Matter window appears.

3. Select the Mth Schd. tab. (You will only see this tab if you selected Monthly Fee for billing mode on the Billing tab.)
   
   

4. Add an entry for each billing period (a month, a quarter, etc.) specifying the amount to be billed. You can adjust these as time goes by, for any unbilled scheduled amount.

5. To add an entry for a billing period, click Add. The Add Monthly Billing Item window appears. Enter the amount to bill for the billing period and click OK.

6. The new billing period entry will be listed in the table. To edit an entry, highlight the entry and click Details. To delete an entry, highlight the entry and click Delete.

7. Click Done to save your changes.