Discounts: How to set up Fixed Percentage Discounts on an existing Matter.

You now have the ability to use a Fixed percentage discounts on select matters. This Fixed Percentage Discount allows you to enter a percentage discount at the matter level for all invoiced fees. Costs will not be affected by the discount. You may label the discount anything you wish; from 'Family Discount' to 'Military Discount' and so on. The customization is up to you!

These discounts appear on the invoice as soon as its run.

*This is only available for Premier Tier accounts.

1. Navigate to the Matter and select 'Edit Matter'.

2. Select 'Billing Information' to expand this section.

3. Toggle 'Fixed Percentage' on.

4. Enter the 'Percentage' and 'Discount Description for Invoices'.

5. Finish entering or editing all other Matter information. Then, scroll to the bottom of the screen and click 'Save Matter'.

Your Invoices will reflect this discount when the Invoice runs.

  • You can modify the percentage amount at any time by editing the Matter, changing the amount, and re-saving the Matter.
  • You can turn off the Fixed Percentage Discount at any time by editing the Matter, un-toggling 'Fixed Percentage', and re-saving the Matter.
  • You can use 'Fixed Percentage' and standard 'Discount Rules' simultaneously.