Invoice Style on Matter Intake is Greyed Out

  • Updated

"Why can't I choose an invoice style on the Matter Intake screen?"

You need to go to File Maintenance Manager and call up the related Client record.  Access the Bill Delivery Tab.  If the Client Level Billing option is checked, the Matters will not allow entry of an invoice style but all will be billed using the Client Level Invoice Style assigned on the Client. 

Was this article helpful?

/