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