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Apply a Discount to an Invoice or an Invoice Line Item
You can apply a discount to an invoice or an invoice line item when creating or editing an invoice.
Discount a New Invoice
To apply a discount to an invoice you are generating:
- From the left navigation panel, click Matters.
- On the Matters screen, double-click a matter to select it or click on the three dots (kebab menu) at the end of the row and from the drop-down, click Edit.
- Scroll down to the Matters Details section and from the tabs atop the section, click Billing.
- From the tabs atop the Billing screen, click Invoice.
- From the tabs atop the Invoice screen, Click Add Invoice.
- On the Add Invoice screen, a little more than halfway down the screen, find the Invoice Settings section.
- In the Discount field, take the appropriate action:
- Leave the Discount drop-down set to Percent. In the field to the right of the drop-down, enter the appropriate percentage as a whole number. For example, enter 20 for a 20% discount.
- From the Discount drop-down, select Fixed. In the field to the right of the drop-down, enter the fixed amount.
- Click outside of the field.
CosmoLex calculates the discount and adjusts the Total Invoice Amount. - Click Generate.
Discount an Existing Invoice
To apply a discount to an existing invoice:
- Navigate to either Matter Details > Billing or Billing > Invoices.
- Click the invoice to highlight it, then click on the three dots (kebab menu) at the end of the row and from the drop-down, click Edit.
- Scroll down to Invoice Settings.
- In the Discount field, take the appropriate action:
- Leave the Discount drop-down set to Percent. In the field to the right of the drop-down, enter the appropriate percentage as a whole number. For example, enter 20 for a 20% discount.
- From the Discount drop-down, select Fixed. In the field to the right of the drop-down, enter the fixed amount.
- Click outside of the field.
CosmoLex calculates the discount and adjusts the Total Invoice Amount. - Click Generate.
The screen displays the new Invoice Amount and Invoice Balance.
Your Discount will appear on the invoice as follows:
Important: To change an invoice that you have delivered, or to waive a remaining balance, see Change or Write Off an Invoice.
Discount Line Items
To discount individual line items, create an entry with a negative value. For example, enter the amount as (-20.00) to offset a $20.00 item.
Note: This will work for hourly matters only.
- From the left navigation panel, click Matters.
- On the Matters screen, single-click the matter to highlight it, then click on the three dots at the end of the row and from the drop-down, click Add Timecard.
- On the Add Timecard window that opens, complete your timecard.
- In the Rate/Price section, enter the amount as a negative value.
- Use the Rate Type field’s drop-down to click Flat Fee.
- Click Save. See Add a Flat Fee Timecard to an Hourly Matter.
We recommend this practice only if:
- A discount is needed for a particular biller’s time or fee.
- Tracking fee per timekeeper is important.
This will also show on the Timekeeper’s billed fee reports.