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Firm Settings

Firm Settings

Firm Settings

  • Customise invoice templates
  • Smart Invoicing with triConvey
  • Disable the Pay button and Payment QR code for a matter's invoices
  • Set up the eInvoice Portal
  • Edit billing email templates
  • Set up Stripe credit card payments
  • Change billing unit increments for time and fee entries
  • Set up activity codes for time, fee and disbursement entries
  • Assign a billing frequency to a matter
  • Update attachment on PDF invoices
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