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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

Charles D. Esquibel 222 S Union Avenue Pueblo CO 81003 719-546-1188
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Posts 1,699

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.



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