Once Fixed Fee Billing has been set up, it can be used by following the steps below:
Go into your DPS OneOffice for FD and click on the Client Posting Tab.
Click Bills to load the Billing page.
Within the Matter Ref field, type in the matter number for the fixed fee bill to be raised on and click Find.
The following areas do not need to be filled in to raise a bill but can be filled in with the following information:
Bill Text – This is a small description of what is going to be appearing on the matter ledger description of the bill.
Bill Number – Leave this as *NEW* as this will automatically populate the next bill number for you.
Bill Date – Will always load as the current date for the what the date of the bill is going to be.
Bill Addressee – If the bill is going to be payable enter the details into here.
To start adding some fixed fees into the bill, click on the Add profit Cost button.
Within this dialog box, if you are adding a Fixed Fee for the first time, enter the information into the following boxes:
Fee Earner – Select from the drop-down box the Fee Earner the fixed fee will be allocated to.
Details – This will default to ‘PROFIT COST’ but can be typed over to say what you would like it to say.
Nominal – Select the nominal for the fixed fee entry from the drop-down box.
Net – Enter in the Pre-VAT amount into here.
VAT Code – Leave this as value of 1 as this is for 20%. If the VAT amount is different, select the correct one from the drop-down box.
VAT – This will automatically be worked out for you after you have entered in the net amount.
Gross - This will automatically be worked out for you after you have entered in the net amount.
Click the Add to Grid button.
You can add multiple Fixed Fee amounts into here now that can be used for selection on any future bills. Therefore, being no need to manually enter the amounts. Any items added to the grid will be able to be selected on all other matters with the same Application. Other Applications will need the grid populating from scratch.
To include these on a bill, tick the associated box next to the Fixed Fees you want including on a bill and click the Add to Bill button.
The same can be completed for the expenses and different types of expense can now be added as well. This is done in the same way as the fixed fees, to access the grid click Add Expense.
When you are happy with the Fixed Fees and expenses on the bill, click on Print Settings.
From the Bill drop down, select the Bill Template that was created by the technical support.
Select Make Default Layout. This can now be closed.
Back on the bill screen you can now post the bill by clicking Post.