Flat Fee Paragraph Style Invoice

There are two ways to do a flat fee paragraph style bill in Orion.

Method 1 (using the Invoice Style for a paragraph bill) 

Right click and choose Select All.

Choose Action > Write Up/Down.

Enter the  dollar value that you want for the total bill and click OK.

Double check, using the Invoice Recap Button, your total bill amount.

Click on Generate Invoice.

Choose your flat fee paragraph style in Orion from the invoice drop down and print the actual Invoice.  Note that some firms may not be set up with this style, so contact Orion to request a custom invoice format. 

Method 2  (editing an existing transaction to be your paragraph)

In Bill Prep call up the Client-Matter.

Decide what the flat fee dollar amount is that you want to charge.

Edit the transactions that you don't want to show by checking the check box under Off (the Off Invoice column in Bill Prep). 

Leave the transaction with the text you would like to include (the OFF column would be unchecked). Edit the text appropriately to reflect the flat fee paragraph you would like to display on the Invoice.

Orion will not display the transactions you marked as "off" invoice and will add the total of the bill time field on those transactions to the hours shown on the bottom of the Invoice (if you are displaying bill hours on that particular invoice format).

If needed, you may write up or down the bill hours and bill amount on each transaction to get your totals correct for the hours and the flat fee amount you want to display.

Note if your invoice style displays hours on the individual line item transaction level and at the bottom of the invoice, you may need to edit Bill Time on the transaction you choose to display in order to get the total hours to be what you want.  Edit Bill Time to zero on the entries you do not want to display and check Off Invoice.  This will affect realization reports by Timekeeper.  

How you have your invoice styles set up will determine what method works best for you. The second method does not require a special style. It is just using one transaction, the one that you choose to display, as the paragraph bill. Typically it is the last entry on the invoice; however, you can choose whichever one you want to manipulate to display.