Adding Other Charges to Statement of Account
How to customize my invoice
Mike Jackson
Last Update một năm trước
We've now added the capacity to distinguish between Other Charges and Disbursements. These Other Charges and Disbursements are separated into separate categories in the Statement of Account / Invoice and also in other breakdowns of funds (net proceeds / cash to bring).
To indicate a particular cost is an Other Charge at the Global level. Go to the Firm > Settings > Fees menu. Next to the cost click "Other Charge" and then click Save.
To indicate a particular cost is an Other Charge at the Matter Level, go to the Actions Menu > Fee Estimation. Next to the cost, click "Other Charge" and then click Save.
