Feature Requests

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There needs to be a way to group change the invoice format for existing matters

If a client requests a different invoice format and a new invoice template is created, there is no way to change the invoice template to be used for that client's matters except to change them matter-by-matter. If the client has hundreds of matters, this is UNACCEPTABLE. One cannot even export to do the change.

  • Guest
  • Jul 9 2020
Bug
How often would you use this request?

A few times per year.

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