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Project/Phase Billing

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Charles D Esquibel Posted: Fri, Jul 22 2011 3:59 PM

I am looking for the manner in which one would bill by phases.  For example, if I charge a certain amount (flat) until a certain point in the proceedings (i.e.  to pre-trial), another flat amount for the next phase (after pre-trial and up to trial), and another flat amount (trial) for the next phase, is there a way to bill and track this?  I have set up phases with a budgeted amount but I am not able to create a bill which would show this. 

 

Charles Esquibel

Attorney at Law

locesquibel@qwestoffice.net

Charles D. Esquibel 222 S Union Avenue Pueblo CO 81003 719-546-1188 esquibellaw@qwest.net
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In the bill profile, there is an option to summarize by phase. If you want to bill a flat amount you would either:

(1)  setup a flat fee billing item for each phase, in which case you would probably mark your individual entries as no charge

(2) set a flat fee for the phase in the fee arrangement. When that is billed mark it complete and start a new flat fee for the next phase.

 

 

Caren Schwartz (Moderator/CIC)

35-45 Consulting

& Time & Cents Consultants, LLC

Southport, CT

www.3545consulting.com / www.timeandcents.com

203-254-7736

Software for Managing Time, Money & Information

Time Matters, Billing Matters, Billing Matters Plus, PC Law CIC

 

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