Emailing Invoices Across All Matters

  • Click Activities in the side panel
  • In the invoices section > Click theicon > choose email invoices

  • Select the ones you wish to email
  • Ensure email addresses are completed in the right column. (If you add or change email here, it will update clients contact information)
  • If email is not provided, upon clicking "Email" you will receive an error message to enter an address in order to send. 
  • When Ready, click Email

  • Review the provided template (this template can be edited under Setup > Firm Settings > Email Templates tab > Email Invoice)
  • When Ready click Send

Invoices are each sent as an attachment with the provided template to the email addresses provided on the previous screen.

A copy of the email will automatically be sent to the Firm's Email Address.

Emailing Invoice(s) for a Single Matter:

  • Click Matters in the side panel > Highlight the requested matter and click "Details" at the top, or double click that matter.
  • On the matter details page > click billing section > Click on Invoice Tab
  • Click theicon > Select "Email Invoice(s)" (Here all invoices for this matter will be listed)
  • From here follow the same steps as listed above