Printing Matter Notes on Prebill

Notes can be entered for any matter via the Client module icon > Matter tab > Notes side menu option:

 

To display a Prebill Summary that includes Matter notes, when printing the Prebill Report, select the following options:

The Prebill Report and Summary report are both printed:

 

Have more questions? Submit a request

0 Comments

Article is closed for comments.
Powered by Zendesk