Rocket Matter Knowledge Base Billing by Matter How to setup convenience fees.

How to setup convenience fees.

Users can now configure and apply a convenience fee to a matter. If a convenience rule is applied, when invoices are run a percentage will be charged on fees, expenses or both and added to the invoice.

1. Click on your 'Settings'

2. Click on 'Setup Convenience Fees'

3. Add the convenience fee description, rate and what to apply the convenience fees to and select 'Add Rule'

4. Expand the 'Billing Information' section of the Matter

5. Select the convenience fee you'd like to apply to this matter and click 'Save Matter'