Sending Multiple Parties a Copy of Invoices on a Matter

Sometimes work on a matter is performed on behalf of two individuals.  Only one is responsible for payment, but the attorney wants both individuals to receive a copy of the invoice(s). 

The way to handle this is to set up a Carbon Copy Address on the Matter. When the invoice is printed, the first copy will be addressed to the Matter and the second copy will be addressed to the “Carbon Copy” addressee.  The second copy will also have the label “Carbon Copy” in the header of the invoice.  You may enter as many Carbon Copy addresses as you would like.

To enter a Carbon Copy address, open the Matter record in File Maintenance Manager and access the Bill Delivery Tab.  Click on the ADD ADDRESS Button and add your Carbon Copy Address.  Click SAVE to save the Matter record.