How do I send one Invoice to a Client with multiple Matters?

  • Updated

CARET Legal's consolidated billing feature allows you to send one invoice for all Matters. You no longer need to send multiple emails/invoices.

If your client(s) would like their invoices to be consolidated, you will need to ensure their contact card is set up correctly. 

  1. Select the Contact icon in the navigation bar and find the contact that you would like to update from the contact cards.


  2. Click the kebab icon to the right and select View/Edit to open up either an Edit Company or Person modal. Edit or update the fields.

  3. Then click on the Billing tab and slide the Consolidate Invoices toggle to the right to enable it.

    This client will now receive one Invoice broken down by Matter so they can see how each Matter was billed.

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