"I have a recurring notary public client and I've used a fix fee template for the one time service. I am wondering how I can send a 'new invoice' for when she requires my services again for the same fix fee template without changing/adding a new client ID number"

Any matter can have a fixed fee added as a one time event.  We like to think of this as a fixed fee task. Here's how:

  1. Open the Matters tab in LeanLaw.
  2. Select the matter you would want to add the fixed fee item to.
  3. Page to the "Access and Billing" tab.
  4. Use the "add Fixed Fee" item highlighted below.  You will be able to choose from your Fixed Fee templates.
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