AdvoLogix provides a built-in Flow Action method to create fixed fee type of matter fee arrangement via Salesforce Flows.
Drag and drop or add an Action item in the Flow Builder canvas. Filter the actions by Category and select the Fee Arrangement and select Create Fixed Fee under the Action lookup field.
Matter ID - Provide the matter record id value here.
Matter Price - Provide an amount as the matter price to be charged to the client as fees.
Source Fee Arrangement ID - Provide the fee arrangement record id value here that would be used to generate the fixed fee matter fee arrangement.
Default for Expenses - [optional] Provide a true or false value here. To mark this matter fee arrangement as default when entering expenses for the matter.
Default for Fees - [optional] Provide a true or false value here. To mark this matter fee arrangement as default when entering time for the matter.
Recurrence - [optional] Provide how often the client is to be charged for this fees.
(Accepted values are:
Start Date - If your Recurrence is set to a value other than One Time then you must provide the start date here for your recurring schedule.
- End Date - If your Recurrence is set to a value other than One Time then you must provide the end date here for your recurring schedule.
The action will return the newly created Matter Fee Arrangement record.