Feature Requests

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Invoice Template Additional Features for Firm View

It would be great if there were additions to the invoice templates where you could select matter custom fields, matter notes, matter Originator information to be added to the invoice template which would of course be used for the firm view and not the client view. It would also be great to see any time or expense entry notes entered into those fields on the firm view.

  • Guest
  • Feb 26 2024
How often would you use this request?

I would use this request each time I run invoices.

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