Configure Fixed-Fee TPD Matters for Billing

Learn how to configure billing options, set fixed-fee arrangements, and apply invoice templates for Total and Permanent Disability (TPD) matters.

May 27, 2026 By Easy Law

This guide demonstrates how to configure a fixed-fee Total and Permanent Disability (TPD) matter for billing. Properly setting up these billing options ensures the matter is ready for accurate final invoicing.

This workflow applies to legal administrators and billing staff responsible for closing TPD matters and preparing them for their final invoice.

Access Matter Billing Options

Step #1: Navigate to the Billing section from the matter's top workflow progress bar. — Navigate to the **Billing** section from the matter's top workflow progress bar.

Step #2: Click Matter billing options in the toolbar to open the configuration dashboard. — Click **Matter billing options** in the toolbar to open the configuration dashboard.

Configure Arrangement and Invoice Template

Step #3: Locate the Billing arrangement section and change the default setting to Fixed fee. — Locate the **Billing arrangement** section and change the default setting to **Fixed fee**.

Step #4: Open the Invoice template dropdown menu. — Open the **Invoice template** dropdown menu.

Step #5: Select the Easy Law Multipurpose Invoice or your standard TPD invoice template. — Select the **Easy Law Multipurpose Invoice** or your standard TPD invoice template.

For TPD claims, select a template that includes disbursements attached. This informs the client of the expenses paid on their behalf, even though they only pay the fixed fee portion.

Step #6: Tick the checkbox next to the client's name to ensure the invoice is routed directly to them. — Tick the checkbox next to the client's name to ensure the invoice is routed directly to them.

Set Estimates and Finalize

Step #7: Enter the total expected fixed fee amount (e.g., $2,000) into the Estimate Amount input field. — Enter the total expected fixed fee amount (e.g., $2,000) into the **Estimate Amount** input field.

The system requires an estimate to be entered before saving fixed-fee billing options.

Step #8: Adjust the print settings to print at least one copy, which ensures the system allows you to send the invoice via email later. — Adjust the print settings to print at least one copy, which ensures the system allows you to send the invoice via email later.

Step #9: Click Save at the bottom of the screen to apply your configuration. — Click **Save** at the bottom of the screen to apply your configuration.

FAQ

Q: Why do we include disbursements on the TPD invoice template if the client doesn't pay them?

A: Showing disbursements provides a complete record of out-of-pocket expenses paid on the client's behalf. It is included strictly for their reference.

Q: Do I need to select a print copy if I only plan to email the invoice?

A: Yes. The system typically requires at least one print copy to be selected to enable the email-to-client function.

Q: Why is an estimate required for a fixed-fee matter?

A: The billing system requires an estimate field to be populated to successfully save the fixed-fee arrangement. Simply use the agreed-upon fixed fee amount.

Glossary

Term	Definition
TPD	Total and Permanent Disability, a type of insurance claim matter.
Disbursements	Out-of-pocket expenses paid to third parties on behalf of the client.
Fixed fee arrangement	A billing method where the client is charged a single, set amount for the entire matter rather than an hourly rate.

Configure Fixed-Fee TPD Matters for Billing

Learn how to configure billing options, set fixed-fee arrangements, and apply invoice templates for Total and Permanent Disability (TPD) matters.

May 27, 2026 By Easy Law

This workflow applies to legal administrators and billing staff responsible for closing TPD matters and preparing them for their final invoice.

Access Matter Billing Options

Configure Arrangement and Invoice Template

For TPD claims, select a template that includes disbursements attached. This informs the client of the expenses paid on their behalf, even though they only pay the fixed fee portion.

Set Estimates and Finalize

The system requires an estimate to be entered before saving fixed-fee billing options.

FAQ

Q: Why do we include disbursements on the TPD invoice template if the client doesn't pay them?

A: Showing disbursements provides a complete record of out-of-pocket expenses paid on the client's behalf. It is included strictly for their reference.

Q: Do I need to select a print copy if I only plan to email the invoice?

A: Yes. The system typically requires at least one print copy to be selected to enable the email-to-client function.

Q: Why is an estimate required for a fixed-fee matter?

A: The billing system requires an estimate field to be populated to successfully save the fixed-fee arrangement. Simply use the agreed-upon fixed fee amount.

Glossary

Term	Definition
TPD	Total and Permanent Disability, a type of insurance claim matter.
Disbursements	Out-of-pocket expenses paid to third parties on behalf of the client.
Fixed fee arrangement	A billing method where the client is charged a single, set amount for the entire matter rather than an hourly rate.