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The options on the customer card are copied to their matters and proformas: you don’t have to enter them again for each invoice.
| Field | Use |
|---|---|
| Bill-to Contact No. | Recipient of the invoices. |
| Reminder Contact No. | Recipient of the reminders. |
| Customer Price Group | Rates shared by a group of customers. See Set up rates. |
| Currency Code | Invoice currency, if it differs from the firm’s. |
| Default Matter No. | Matter suggested on sales documents created from the customer. |
| Fee agreement signature date | Date of the fee agreement signed with the customer. |
| Memo, Detailed Invoice, To Merge | Options copied to the proformas. See Present the invoice. |
| Electronic Invoice, LEDES Format | LEDES invoicing. See Send a LEDES electronic invoice. |
Fill in the customer’s payment terms, payment method and reminder terms. To send their invoices with a specific layout or to another email address, use the Document Layouts of the customer card. See Set up payment terms.