Generate fixed fees

note

Before you can generate fixed fees for clients, your firm must first create fixed fee templates and add fixed fees for clients.

To generate fixed fees for clients, follow these steps.

Select

Time & Billing
Billing
Fixed Fee

tab.

Select an invoice date and filter frequency.

Select one or more fixed fees to generate.

Select Generate
.

If you add a fixed fee for any member of a billing group, Onvio will create a single fixed fee bill for the group.

This article applies to: