Skip to main content
All CollectionsManage Matters
Setup Default Invoice Discount For A Matter
Setup Default Invoice Discount For A Matter

How To Setup Default Invoice Discount For A Matter In ZenCase

Christine Clark avatar
Written by Christine Clark
Updated over a year ago

Overview

Matters can be configured to setup a default invoice discount percent or amount that will apply to all fees on invoices generated for the specific matter.

Setup Default Invoice Discount For A Matter

Default invoice discounts can be applied as a percentage or fixed amount that will be applied to all fees on invoices generated for the matter.

  • Go to the Matters list page by clicking on the "Matters" button in the left navigation bar.

  • Click on a matter name from the "Matter Name" column to view a specific matter

  • On the matter details page, click on the "Settings" tab.

  • On the settings page, in the left navigation bar click on "Invoices".

  • In the "Default Discount Amount" section, choose "Percentage" or "Amount".

  • Enter the amount for the discount.

  • Enter the note for the discount.

Congratulations! You have successfully setup default invoice discount for a matter.

Let us know if you have any questions!

Did this answer your question?