Introducing Invoice Templates and more features!
Over the last month we released updates that many of you have asked, featuring:
Invoice Templates
Ability to create different invoice templates for different case types or situations.
Open 'bill settings' under main settings.
Click on 'Add template' or edit the existing default template.
Name the template, set the 'Is Default' option. Is Default will determine which invoice template is used by default on the invoice.
Enter name and select other option and click save.
An invoice template will be visible under the template list on Invoice
New Client Filter on Contacts
When enabled, this filter will only show you clients in the contact list.
Matter Number Override
This will allow you to change the system generated matter numbers.
Workflows(beta)
Now Emails and SMSs sent from workflows will be logged on matters with links to the workflow.
Emails
More intuitive view for opening attached emails. Email details are shown in a popup and will have your native email client look and feel.
Email Signature
Create an email signature that will appear at the end of your email messages sent out from Lawcus.
New Fields on Contacts
Added new default fields - Date of Birthday, Gender and Notes.
Improved Filters
Work efficiently with lists using our advanced and improved filters for reports, matters, invoices, and matter export. New filter options are available.
