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How to bill for additional services

Billing

How to bill for additional services

How to create charges for services on a flat fee case that are in addition to the initial flat fee charge

Billing Additional Charges on a Flat Fee Matter

During the course of a case, there may be situations where additional services are provided or costs are incurred that need to be passed on to the client. LollyLaw provides a structured way to document and bill these charges in addition to the original flat fee.


Important Note

For matters set to Flat Fee:

  • Time entries are not billable

  • Expense entries are billable

Time and activities can still be recorded for internal tracking and reporting, including time spent and its value, but they will appear as $0 on invoices.


Creating a Billable Charge (Expense)

To add a billable charge to a flat fee matter:

  1. Click Actions at the top of the screen and select Add Expense

  2. Complete the form:

    • Select the appropriate Contact and Matter

    • Enter a clear Title/Label

    • Add a short Description (recommended for client-facing clarity)

    • Enter the amount and other relevant details

  3. Click Save Expense

The expense will now appear in the Time & Expense tab.
You can edit the expense as needed until it has been included in a bill.

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Generating a Bill for the Charge

Once the expense has been created, it must be included in a bill:

  • If you have billing permissions:

    • Navigate to the Matter → Billing>Transactions tab and click Generate an Invoice, or

    • Go to Billing → Charges for Processing and select the charge

  • If you do not have billing permissions:

    • Request access from an administrator, or

    • Ask a billing clerk or administrator to generate the bill for you

For step-by-step instructions, see: How to Generate an Invoice

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This process ensures that additional work or costs can be properly tracked, documented, and billed—while keeping your flat fee structure intact.

If you need additional assistance, refer to related articles or contact our support team at support@lollylaw.com.

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