Fees & Expenses
Everything you’ll eventually bill starts as a line item on the matter, under Billing > Fees & Expenses. Get the line items right as the work happens, and invoicing at the end becomes assembly rather than reconstruction.
Two Types
Section titled “Two Types”Receipts are what you charge the client: fees, disbursement recoveries, anything billable. Receipts are what invoices and estimates are built from.
Expenditures are costs the firm incurred on the client’s behalf: the title search fee, the courier. Expenditures aren’t billable directly; to bill one, mark it Recoverable, which creates a linked recovery receipt for the same amount. Edit the source expenditure and the recovery receipt follows.
The type is chosen at creation and can’t be changed afterward, so a mistyped item gets deleted and recreated, not edited.
Amounts
Section titled “Amounts”A line item’s amount is either a flat amount or rate times quantity. Each item is marked Taxable or not, which drives the tax math downstream.
For a compound charge, Itemization breaks one line item into components (at least two rows of description and amount); the components then drive the item’s total, and the amount locks while itemized.
Write-Offs
Section titled “Write-Offs”Sometimes the right business decision is not billing for something. Write Off reduces a line item’s billable amount, either fully or partially, with a required reason. The preview shows original amount, write-off, and net billable, and the record keeps who wrote it off and when.
The net amount is what flows into estimates and invoices; the original stays visible, which is the point: a write-off is a documented decision, not an erasure.
Reverse Write-Off restores the full amount, but not while the item sits on an invoice; remove it from the invoice first.
Keeping the List Useful
Section titled “Keeping the List Useful”The Fees & Expenses list filters by All, On Invoice, Unassigned, Receipts, and Expenditures, and the totals row keeps score: total receipts, expenditures, written off, and net billable. “Unassigned receipts” is your billing backlog; when it’s empty, everything billable is on an invoice.