• How handle an initial payment with a flat fee billing arrangement

    My company typically requires an initial payment for flat fee billing arrangements. This is essentially a "deposit for services". I have been creating a flat fee for this initial invoice and then a second flat fee for the final invoice. Is it possible…
  • Double allocation on collection report

    For one client, I do all Absolute Flat Fees. Quarterly, we run a collection report to see the allocation of those flat fees by attorney. In advance of this, I always ‘finalize’ the flat fee - and my report comes out accurate. This month, when I compare…
  • Flat fee charge

    I'm trying to enter a flat fee amount for a client but must be doing something wrong because the flat fee amount adds on each month instead of being a one-time charge. Can someone please help me?