Automatically save invoices to triConvey from triConvey Billing

You can automatically save all invoices created in the triConvey Companion Site web app to your matters in the triConvey Desktop App.

1.    Select the gear icon from the top-right corner of the triConvey Desktop App.

2.    Select Time & Billing.

3.    Select the Billing Integrations tab.

4.    Tick Auto-save Billing related PDF documents to a Matter.

Tip:  This option is only available to Firm Owners.

4.    Select Save.

When you first save an invoice to a Matter, a folder will automatically be created under your documents section of the Matter named Billing.

Tip:  Users with access to the specific Matters will be able to access copies of the invoices.