Feature Requests

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Allow modification to Invoice naming

The invoice download is not descriptive, it simply reads "Invoice-100.pdf". This has to be modified with each invoice. All customization to include, for example, company name, matter name, period, etc.

  • Guest
  • Oct 10 2023
How often would you use this request?

30x+ a month every month.

  • Attach files
  • Jessica Alm commented
    26 Sep 14:38

    I am voting for this because it would be a huge time saver (especially for LEDES). But my current work around for pdfs is to select all invoices I want and then hit download and flip the download format from single to "PDF - Multiple Files". This downloads the invoices into files presorted by first client and then matter. If you grab the client folder and drop into an email, the files get renamed with more details (like Client, matter, and invoice number). Not perfect, but better than renaming everything.

  • Patrick Fulton commented
    05 Sep 21:39

    We bill upwards of 300 LEDES files per month. The file downloads have no naming convention that allows the User to quickly identify the invoices for a single client so that that group can be uploaded. Our prior system generated LEDES files with a naming convention of client number.matter number.invoice number [1234.56789.0001]. There are work arounds, but are cumbersome.