Sunsetting the Auto-save Billing related PDFs to a Matter feature
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8 days ago
by Hayley Roughley
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Hayley RoughleyAdmin
The option to automatically save Billing related PDFs, i.e. invoices, to a matter, will be removed from triConvey on 15 July 2025.
Why are we removing this feature?
We are improving the way invoices are handled in triConvey, and this legacy feature conflicts with our ability to provide a consistent invoicing experience.
Saving Billing PDFs to Matters Using Print to triConvey PDF
If you wish to save Billing related PDFs to your matter, you can utilise the Print to triConvey PDF feature that can be accessed via the Print menu of any PDF document preview.
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The option to automatically save Billing related PDFs, i.e. invoices, to a matter, will be removed from triConvey on 15 July 2025.
Why are we removing this feature?
We are improving the way invoices are handled in triConvey, and this legacy feature conflicts with our ability to provide a consistent invoicing experience.
Saving Billing PDFs to Matters Using Print to triConvey PDF
If you wish to save Billing related PDFs to your matter, you can utilise the Print to triConvey PDF feature that can be accessed via the Print menu of any PDF document preview.
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