Feature Requests

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Invoice PDF and Ledes File Name Options

It would be great if we had field options to select from in order to create a unique identifiable file name for our invoice PDF and Ledes. Of course if a field for short names was added, that would make the feature more likely to work in naming the file for the invoice pdf and Ledes without creating a blowout where the name may be too long.

Mandatory Field of File Name

[Invoice Number]

Additional Fields of File Name

[Client Name]

[Matter Name] or [Short Matter Name]

[Firm Matter Number]

[Invoice Date]

  • Guest
  • Feb 26 2024
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