Invoice Mapping

Invoice Mapping

This setting refers to Invoicing functionality.

To create Invoice Mapping, populate the following fields:

  • Attorney Information: The attorney who you would like to be the owner of the mapping.
  • Mapping Type:
    • Default – this mapping will be used when a report contains any unmapped objects and it is mandatory to have set such.

Note: You must have a Default mapping created to be able to generate invoices using any mappings.

    • Workspace – this type allows you to map specific workspaces to the selected attorney. An additional field Mapped Workspace(s) appears to select the workspaces.
    • Matter – this type allows you to map specific maters to the selected attorney. An additional field Mapped Matter(s) appears to select the matters.
    • Client – this type allows you to map specific clients to the selected attorney. An additional field Mapped Client(s) appears to select the clients.

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