Creating a Flat Rate Bill

Some firms bill their clients at a Flat Rate for services rendered. Centerbase has two ways to create Flat Rate Bills.

Changing an Existing Bill

If you would like to make an existing bill a Flat Rate Bill, make sure that you're on the Bill and then under Bill Actions, select Manage Flat Rate.

That will bring up this dialog:

Here you can enter how much you would like to charge on the bill and a note. Selecting "Use Summary On Bill" will display the Line Items on the bill. Once you've entered all of the information, clicking Convert will change the Bill to a Flat Rate Bill. You can then proceed with billing as normal.

If you need to edit the Flat Rate Bill, all you'll need to do is go into Manage Flat Rate under the Bill Actions menu again, change the amounts to what you would like them to be, and then select Save Changes. If you would like to revert the Flat Rate Bill, select Revert from the same place.

Creating a Flat Rate Bill with a Project or Flat Fee Arrangement

The other way to set up a Flat Rate Bill is to set up the Matter with a Flat Fee or Project Fee Arrangement. This support article goes into more detail about the Fee Arrangements:

https://support.centerbase.com/hc/en-us/articles/360037908491-Fee-Arrangement-Settings