In Lawcus, streamlining your invoicing process to reach multiple recipients is a breeze. Whether you're managing matters with numerous bill recipients or aiming to send multiple invoices at once, Lawcus simplifies the task. Here's how:
Adding Billing Contacts: Adding billing contacts to the matters/leads is important. To do that,
Open the lead or matter and click on "Related Contacts."
Select the relevant contacts and designate them as bill recipients by checking the "Bill Recipient" box.
Ensure to Save the contacts to proceed.
Sending an Invoice to Multiple Recipients:
Open the invoice associated with the desired matter/lead.
Click on "More Actions" and select "Send by Email."
All bill recipients and the invoiced client will appear under the "To" recipient section.
Check the box "Check to send each invoice recipient a separate email with the same invoice. Otherwise, all recipients will receive the invoice in one email."
Click on "Send Email" to proceed.
Sending Multiple Invoices to Multiple Recipients:
Navigate to the invoices page and select the invoices you wish to send via email.
Click on "Bulk Actions" and select the "Send by Email" option.
Check the box next to "Check to send each invoice recipient a separate email with their respective invoice. Otherwise, each invoice will be sent to the respective recipients in one email."
Click on "Send Email" to proceed.
That’s it. This is how you can efficiently manage invoicing tasks, ensuring seamless communication with multiple recipients within Lawcus.