Charging by Item
The majority of billing options in Caseload Manager are set-up to charge according to case type.
This means that a Divorce case, for example, will charge at a standard $250/hour or $500/mediation session. And every hour or mediation session within that case will bill at that rate.
There are times, however, where different items within a case need to be billed at a different rate. For instance, you might have a consultation session for $100 but every mediation session after that is $500. Or maybe the case begins as a facilitation with one rate, and then changes to an artbitration at a different rate.
To accomodate these fluctuating charges Caseload Manager allows you to bill items by invidivual activity fees.
Simply click SETTINGS> Activity and Calendar Items. Click on the activity for which you would like to set a unique price, and type in the new fee.
The ability to Charge-by-Item, whether it's an activity or calendar item, is an advanced Caseload Manager feature. For information about ordering add-ons, click here.