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Email Bill Delivery Set Up – Client Level

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If the Client record is set up for Email Bill Delivery, it collects all the Matters included during the invoicing process and will be included on the Email Bill sent to the Client.  If you specifically want to leave out a Matter in this situation, you must refrain from printing and posting an invoice for that Matter. Do your Email bills first and then do this particular Matter later or a separate batch from the other Matters on the Client.

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