In Lawcus, you can now share invoices with both clients and related contacts. Lawcus will suggest related contacts added to the matter, making it easier to send invoices to multiple recipients.
Steps to send invoices to Related Contacts
1. Add related contacts on the matter.
2. Generate an invoice for the matter.
3. Once you create an invoice, Save it.
4. Open the Invoice, click on More Actions and select Send by email.
5. When you send the invoice, Lawcus automatically suggests the related contacts added to the matter. You can also add them and send the invoice to the client and the related contact at the same time.
Note: While adding a related contact, if you select the checkbox Invoice Recipient; you are designating that contact to receive invoices for that matter by default.