If your firm licenses both Document and Practice, you can send invoices directly to Document when they're final printed. The setup required to use this feature is as follows:
- Set up invoice mapping options in the Document settings and defaults. If your firm uses both Document and Portal, you can also select to publish invoices to Portal. Publishing invoices to portals can either replace or supplement the other invoice delivery methods your firm uses. If your firm also uses the ePay feature, a Pay Now link will display next to invoices published to Portal. Clients can click these links to make electronic payments.
- If needed, set up custom naming conventions for invoices final printed to Document.
- Enable the client option to send copies of invoices to Document in the billing options. You can do this for individual clients, or use the update multiple option to enable this option for all clients of the same type at one time.
When you final print invoices, you will now have the option to send the invoice to Document. See Printing a Final Invoice for more information.