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How do I Change Hourly Fee to Fixed Fee?

  • Updated

There are two ways to change a time record from hourly fee to fixed fee, and they are as follows:

  1. Report Asset Dialog
  2. Draft Invoice

1. Report Asset Dialog

Head over to the Main Card, and click the Report Asset button.

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The following dialog will appear.

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Fill in the necessary information and click on Change...

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The following fields will appear, click on Fixed.

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Click the Register button if you want to continue recording for more time.

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Or click the Register & Close button and you are done.

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2. Draft Invoice

Head over to the Main Card, Invoices view, under the Drafts section, and click on the invoice to open it.

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Click the 'Time'-icon on the time record you want.

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The following dialog will appear, click on the Switch to Fixed Fee...

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Click the Save Changes button and you are done.

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For more information about changing the fee back to Hourly, click here.

 

Note:

1. Ensure that you are either a Case Manager, a Client Manager, a User with 'Accounting'-rights or a User with 'Assistant'-role set up to be able to change a time record from hourly fee to fixed fee.