Feature Requests

I've just discovered that adding email addresses to the "Additional Emails" section generates a completely separate thread to the client, rather than just adding them in as additional recipients. That's not very productive and causes confusion on the client end when invoices are routed through an accounting/billing department, but the main matter contact should be included.

I agree. I discovered today that if you put "additional emails" at the client level, it will in fact send a cc copy of the invoice, but if the "additional email" is at the matter level, it appears to ignore it. Because some of my split billing clients are set up as one client (shared case), but 2 individual matters, it is important that I can send each matter invoice to 2 emails, but not accidentally copy the 2nd matter contact.

That does not solve this issue as those addresses on the "Additional Email" field of "Invoice Settings" do not appear on cc.

I recommend turning on the setting that copies invoice emails to sender. This allows you to automatically be included as a cc on the invoice email so you can see all recipients and attachments without needing to contact TimeSolv. Additionally, if your client wanted to reply to the email, then you will now receive the reply emails and a new email chain does not need to be started. This is particularly useful for billing discrepancies because the subject line includes invoice number and client/matter name!

Where to find this setting: Invoices> Settings> "Copy Invoice emails to sender?"