How to apply a discount to a Bill

Amicus Attorney by CARET Billing does not have a refund cheque option.

To provide a Discount follow the steps outlined below.

1. In the File requiring the discount, open the Billing side of the File.
    
2. Under the File Facts select Admin > Bill Settings.
   
   
    
3. Select the Use Quotes and Discounts checkbox.
    
4. Select Apply Discount to Fee.
   
   
    
5. Beside the Discount is, select either the by percentage % or the by dollar $ option.
    
6. Enter in the discount amount in the box on the right.
    
7. Select Save & Close on the file to apply the discount.
    
8. Bill the File.
    
9. A prompt appears listing the Discount being applied, the initial WIP amount, and the resulting Net Fees, and prompting to authorize the discount to be applied.
   
   
    
10. Click Yes on the Discount prompt that appears to approve the discount to be applied.
     
11. Enter in a memo in the Description or leave it blank.
    
    
     
12. Send the bill to Draft first, then Final, and conclude by sending it to Print and Post.

If using Apply Discount to Fees, enter the Discount percentage or flat amount to be applied in the Bill. If Mass Billing, the Discount calculation is applied automatically. If Single File Billing, the user is given the choice of applying the Discount or not.

For Task-Based Billing Files—The Fees are billed. Quotes and discounts are not applicable.