Add fixed fee bills for clients

You must create fixed fee templates before you can add fixed fees for clients.

Follow these steps to add a fixed fee for a client.

  1. Choose Setup > Clients, then click Edit next to a client in the list.
  2. Click the Fixed Fees tab.
  3. Choose a template from the Fixed Fee Template field.
  4. Choose how frequently you want to generate the fee.
  5. Choose whether to bill by a single fee to the client, a separate fee per service, or a separate fee per project.
  6. Click Save.

If you add a fixed fee for any member of a billing group, Onvio will create a single fixed fee for the group.