Note: Have your account administrator confirm your account is set up properly before you use the application.

Your account administrator may need to modify your user-defined settings before you can view Firm Settings.

Access Firm Settings

To access Firm Settings:

  1. From the toolbar, click your Profile icon.
  2. From the drop-down, select Setup.
  3. From the Setup left navigation, click Firm Settings.

The Firm Settings screen opens, displaying tabs atop the screen.

Invoice Settings Tab

The Invoice Settings tab allows you to configure invoice templates, print settings, approval settings, and delivery options.

Invoice Templates

Choose the invoice formats your firm will use. You can preview and edit templates, as well as restore previous versions.

Invoice Print Settings

Include Client Transactions
  • Four options for displaying your client's transactions at the bottom of the invoice.
  • Can also be set to not display.
Include Cover Page
  • Check to include a cover page with each invoice.
Header Height
  • Adjust this spacing when customizing your invoice header.
  • Increase the value to increase the header's height, decrease to reduce the header's height.
Include Country
  • When applied, includes the country in the invoice billing address.
Include Credit Card Payment Link In Invoices
  • If you have integrated a payment processing app, a link will appear on your emailed invoices.
Label for Payment Link
  • You can choose to include the default label for payment link or edit the label and enter text of your choice and click the check mark (ˆš).
Invoice Amount Multiplier
  • Multiplier for currency conversion, if applicable.
  • Static field.
Download Format
  • Combined: All the invoices will download in one document.
  • Individual Files (zip format): The invoices will download individually in a zip folder.
Task/Description
  • You can choose whether to print the task, the description, or both on your invoice.
Footer Height
  • Adjust this spacing when customizing your invoice footer
  • Increase the value to increase the footer's height, decrease to reduce the footer's height.
Include Full State/Province Name
  • When applied, includes the full state or province name in the invoice billing address.
Include Invoice Page Number
  • Enables page numbers on your invoices.

Invoice Approval Settings

Enable Invoice Approval Process
  • If you check the box, the invoices will initially be in draft. To finalize the invoices, user with permission will have to approve them.

Trust Auto Apply

If you enable Trust Auto Apply, when generating an invoice, you will be able to auto apply trust funds associated with a matter to your firm's operating account.

Method From the drop-down, select the payment method.
Pay To Enter your firm name in the field.
Memo 1 Enter Trust to General Transfer or any other suitable memo.
Memo 2 This is an optional field.
Reference # Enter a reference number if desired.
Operating Account

From the drop-down, select the operating account where you wish the trust funds to be deposited.

Operating Auto Apply 

Enable this option to allow automated payments from client funds-operating during invoice creation or approval.

Invoice Email Settings

Client Primary Email
  • As a default, invoice emails are sent to the client's primary email address.
  • Cannot be disabled.
Copy Invoice Email to Firm's Email Address (firm's email address will show here)
  • This option sends a copy of an emailed invoice to the firm's email address.
  • Enter the firm's email address under Setup > Firm Settings > Firm Information.
Default Email Subject
  • The default subject line for invoice emails.
  • Can be a mix of text and invoice field code.

    Note: You can also use the merge field [#InvoiceNum#] and [#ClientContact#] in the default email subject line.
Expire Link after
  • Prohibits a client from downloading an invoice after this number of days elapses.

Delivery Options

By default, when emailing invoices, the invoice itself is accessed by a downloadable link. This allows for invoice read receipts, better security, and more granular delivery control. This also eliminates email attachment size restrictions. If you prefer to send as an email attachment, you can change the setting below. This setting will only apply to emails which meet the attachment count listed. Please see tooltips for more detail.
Always send as a downloadable link
  • When choosing this option, all invoices will be accessed via a link which appears as a "view/download invoice" button in the email body. With that you can revoke the invoice before being read, receive a read receipt once downloaded by your client (see below), and ensure delivery for large file sizes.
Send as an email attachment, if the email contains _ or less invoices
  • When choosing this option, your default preference will be for invoices to be sent as an email attachment. If the number of attachments per email exceeds the count set here (maximum of 3) these emails will include a downloadable link instead. This is to avoid any email delivery issues for larger file sizes. When sent as an attachment, you lose the ability to revoke invoices or receive read receipts.
Invoice Email Delivery
  • Send a separate email to each recipient and Cc the firm (Default)
  • Include multiple email recipient in Cc: Use one recipient in the To field and multiple recipients, along with the firm email as Cc
Send Invoice Download Notification to the Firms Emails Address
  • Send an invoice download notification to the firm's email address as defined under the Setup > Firm Information.

Note: After making your changes, in the upper right corner, click Save.

Other Settings

Additional settings can be found on the following tabs: