In Jusnote, you can create fixed fee invoices for completed work. Fixed fee invoices allow you to quickly bill a client for an agreed amount, regardless of the actual time spent. When you create a post-payment invoice with the “Fixed Fee” billing method, Jusnote automatically pulls the fixed fee amount from the matter, and you can adjust it if needed.

1. Go to the matter and click Create Invoice. You can also go to the contact and click Create Invoice in the top right corner.

2. Review or add the Work Description and Fee Amount.

By default, the Fee Amount field displays the fixed fee set in the matter. You can edit this amount as required.

If the billing method changes or is mixed (for example, hourly billing in the invoice is switched to fixed fee, or a fixed fee matter has billable activities), an information message will appear under the Fee Amount field:

“This matter has billable activities. They will be added to the invoice as separate items.”

Billable activities in a fixed fee matter are added to the invoice as separate line items. You can edit or delete them while editing the invoice.

Note: By default, the billing method (fixed fee or hourly) specified in the matter is applied when creating a post-payment invoice.

Note: When creating a fixed fee invoice, the Work Description field is automatically filled with the matter description or, if absent, the name of the fixed fee category (if available). If none of these are set, the field remains empty.

3. Click Save.

In fixed fee invoices, billable activities appear as separate items alongside the “fixed fee” record. This approach ensures transparency for the client, gives you control to edit or remove these items before approval, and keeps your financial metrics accurate.

Note: When creating a fixed fee invoice, the system automatically generates a fixed fee activity in the matter’s activity section. The activity date matches the invoice creation date. This logic preserves a full billing history in the matter, includes the fixed fee in overall analytics, and ensures accurate financial reporting

Note: Once the invoice is generated, time and/or expense entries can only be edited if the invoice is still in draft status. To edit entries tied to an approved invoice, you must first delete the invoice.

If you have questions, our support team is here to help: support@jusnote.com