Currently I can only generate and email an invoice by listing a contact as a “Client” and creating a Matter. However, I frequently have potential clients who I send an invoice and engagement letter detailing the offer of the terms of engagement.
I don’t want to have to label them as a Client (for conflict checking reasons) and I don’t want to go through the hassle of labeling a potential matter as a matter. Is there any way you can create a feature to work around this? Perhaps a way to generate an invoice and then, if it is paid, create a way to pull that invoice into a later-created matter?