Set up billing arrangements for each client in the Arrangement tab of the Client Information dialog box.

• Click Names, then select Client Info from the main menu
• Double-click the client in the Client Info List window
• Click the Arrangements tab on the left side
• Select whether the arrangement affects fees, costs, or the full bill
• Choose the billing arrangement from the dropdown list
• Click Edit to configure the selected billing arrangement
• Note: The Edit window options depend on the selected billing arrangement

Timeslips provides over 15 billing arrangement types that you can configure to match most billing agreements

Slips

• When you use this arrangement, Timeslips takes charges from slips
• Charges include slip-based markups, slip-based adjustments, client-based markups, and task- and expense-based markups

Adjust total charges

• When you use this arrangement, Timeslips takes charges from slips
• You then adjust the total charges for the bill

Adjust by timekeeper

• When you use this arrangement, Timeslips takes charges from slips
• You then adjust charges for each timekeeper

Adjust by task

• When you use this arrangement, Timeslips takes charges from slips
• You then adjust the charges for each task

Adjust by expense

• When you use this arrangement, Timeslips takes charges from slips
• You then adjust charges for each expense

Absolute flat fee

• When you use this arrangement, Timeslips charges the flat fee amount
• Slip charges don’t affect the billed amount

Minimum flat fee

• When you use this arrangement, Timeslips compares slip charges to the flat fee
• Timeslips bills the flat fee when it exceeds slip charges
• Timeslips bills slip charges when they exceed the flat fee

Maximum flat fee

• When you use this arrangement, you define the maximum billable amount
• Timeslips bills slip charges until they reach the flat fee
• When charges reach the limit, Timeslips bills the flat fee instead

Flat fee plus charges

• When you use this arrangement, Timeslips adds a flat fee to slip charges
• This option works well for recurring amounts each billing cycle
• The bill doesn’t itemize the flat fee separately from slip charges
• If you need annotations, use a recurring slip instead
• Note: This option is the same as a base flat fee

Contingency flat fee

• When you use this arrangement, Timeslips displays slips on each bill
• Timeslips doesn’t charge the client until you change the fee status to Final Bill
• Before printing the final bill, you enter the billing amount
• You can base the amount on a percentage of the judgment

Minimum hours flat fee

• When you use this arrangement, Timeslips calculates fees using hours worked
• Timeslips applies a flat fee for a specified number of hours
• Timeslips assigns an hourly rate to hours beyond the threshold
• When hours don’t reach the threshold, you bill a full or prorated flat fee
• Note: This arrangement only covers time charges

Percent complete flat fee

• When you use this arrangement, Timeslips divides the fee into phases

• Each phase represents a percentage of the total fee

• Timeslips bills clients based on phase completion percentages

• Expenses bill separately using slip amounts

• Note: This arrangement only covers time charges

• You can use the Configure Layout Sections dialog box to display the percent complete table on the bill

Progress billing, total

• When you use this arrangement, Timeslips bases charge on WIP slips
• Charges span multiple bills until you issue the final bill

Progress billing, by activity

• When you use this arrangement, Timeslips bases charges on specific tasks
• Charges span multiple bills until you issue the final bill

Interim billing: total

• When you use this arrangement, charges use actual values or values you select
• Timeslips tracks slips across multiple billings

Interim billing: by activity

• When you use this arrangement, charges use tasks from selected slips
• Charges reflect the actual values or values you select

You control how billing arrangement charges appear on client bills.