Configuring your General Finance Settings

To configure your general finance settings, click the Settings tab, and then click the General Finance Settings link.

  • Billing Address - Your address, as you want it to appear on your printed invoices.  This is also a good place to include other important information like your federal tax ID, and/or your agency license(s).
  • Default Currency - The currency your firm uses for invoicing.  All invoices and retainers will be calculated in this currency.
  • Default Invoice Due Days - The system can automatically populate the due date on an invoice, based on the date created.  Once the date has been set, you can easily change the date while creating or editing an invoice.  You can also leave this field blank to not have the system automatically set the due date for you.
  • Default Public Invoice Notes - The default notes you want populated on every invoice.  This is a good place to put a thank you note, or other information that you want every invoice to include.  You can easily change these notes while creating or editing any invoice.
  • Default Invoice Terms - A description of your invoice terms.  This will be included on every invoice, and can be modified at any time while creating or editing the invoice.
  • Include Invoice Summary - Determines if the system automatically appends a "summary" of your invoice when generating a PDF (including emailed PDFs of the invoice).  An invoice summary combines similar line items into a summary table, which provides an easy-to-read consolidated list of charges.
  • Invoice Number Format - The formatting that your invoice numbers will use.  You must include the "invoice number variable" in this field in order to display the proper number, however you can also add other characters to make the number distinct.
  • Line Item Date Format - Each line item can be automatically date stamped with your date of service, either by adding a new item directly from the invoice, or converting your expenses into an invoice. Using the provided variables, you can change how the date is displayed. 
  • Show Primary Subject - Turn this setting off to remove the subject's name from the invoice (assuming it is connected to a case).  This can be useful in situations where the invoice recipient (e.g. billing department) should not be privy to the name of the subject.  
  • Retainer Number Format - Similar to the invoice number format, this setting configures the display of your retainer numbers.
  • Always Use Case Salesperson - When this setting is enabled, the system will attempt to use the primary salesperson assignment associated with the connected case, regardless of the default salesperson configuration on the client, location, or contact that is assigned to the invoice itself.  When disabled, the system will always try to use the default salesperson assignments that are associated with the invoice client, regardless of if the case has a primary salesperson assignment or not. Please note, if this setting is enabled, but there is no primary salesperson assigned to the connected case, the system will attempt to use the default salesperson assignments for the client, location, and contact associated with the invoice. 
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