Edit the general billing settings

Settings - Practice Management

1. Click Settings > Practice Management.
2. Click General Settings.
3. Click the Billing tab.
4. Clear the Include disbursements in agreed fees check box, if required.
   • This setting is turned on by default, which means that Practice Manager automatically includes disbursements when calculating agreed fees on invoices.

   • If your firm has an agreed fee for clients but you do NOT include disbursements in this amount, you can turn this setting off. Therefore, when you create an invoice the agreed fee does NOT take disbursements into account.

     Make sure that this is the way your firm wants to process disbursements related to agreed fees. Changing this setting after adding disbursements to jobs will not exclude existing disbursements when calculating agreed fee on those invoices. It will only affect disbursements added from that point onwards. For more information see Manage agreed fees in invoices and Specify agreed fees.
     

5. Click Save.