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CommunityIs it possible to combine invoices on a client matter file, and create one invoice or a summary showing one total to share with the client and request payment?

Is it possible to combine invoices on a client matter file, and create one invoice or a summary showing one total to share with the client and request payment?

  • Hi @Elizabeth Mitrow (Customer)​,

     

    Thank you for posting on LEAP Community Discussions.

     

    This is possible through sharing the account statement via LawConnect. Please see our article for more information by clicking here.

     

    Let us know if you require further assistance.

     

    Best regards,

     

    Alex

    Expand Post
  • Elizabeth Mitrow (Customer)

    The problem with this is that it is far too complicated for our clients. It requires them to set up an account before they can view the document. Many of our clients do not have the required literacy or tech ability to be able to do this.

  • Elizabeth Mitrow (Customer)

    Alexandre, I just tested this by sending the statement to my own email and downloading it. The figures that came through are completely wrong. The client owes €628 and the amount showing as owing on the statement is £250 (in pounds sterling not euro!) .

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Is it possible to combine invoices on a client matter file, and create one invoice or a summary showing one total to share with the client and request payment?