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How to set up a client with more than 1 matter

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Rob Goldstein Posted: Sun, Feb 11 2007 10:04 PM

I have several clients who have more than 1 matter at a time.  How do I set up the client so I can print individual bills for each matter, but have them linked to the master client?  Thank you.

 

Rob Goldstein 8330 W. Sahara Suite 290 Las Vegas, NV 89117 (702) 227-0700 www.jurisforums.com
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Assuming you are using contact - matter billing, you would setup each matter separately and link them in the Client field of the matter. If you want to create a consolidate bill for all the matters so that each has it's own bill and you have a "summary" then you will need to go to the Billing Preferences for each matter. On the Advanced Tab check  Consolidate Billing with another matter and then indicate the Master matter.

 

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