Tech Tip #19 – Invoicing for Clients With Multiple Matters

Trust Accounting

For many areas of practice, it is the norm to have clients with several matters being worked on at the same time. In these situations, you want your internal billing to still be separated by matter as it should, but you may want for the client to see an overall summary of all matters, as they will most likely make one total payment.

In order to make things easier for these types of clients, CosmoLex offers a Client Statement Option in which you can print all of that client’s most recent invoices as well as a summary cover page to go with it.

Here is a clip which will walk you through how to use this feature:

To learn how to use this feature, click here


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