MATTERS | How to convert a fixed fee matter into a regular matter

If the Matter has no invoices issued yet

1. Open the Fixed fee matter and Click the Edit button.

2. Remove the amount on the Fixed fee tab and enter Zero. Make sure to set up your regular rates on the Rates tab.

If the Matter has invoices

1. Delete the Invoices first. Make sure to note the Invoice number, Issue and Due date if you would still want to use it.

2. If the Invoices are paid, you will have to delete the receipt linked to the invoice.

3. Follow the steps 1 and 2 on the "If the Matter has no invoices issued yet" section

4. Re-create the invoice and edit the Invoice number and Date if necessary.