Invoice Mapping

Invoice Mapping

This setting refers to Invoicing functionality.

The Invoice Mappings allow you to map specific Workspaces, Matters or Clients to an attorney. This relation can be used to send Invoices automatically to the mapped attorneys and/or to populate custom attorney information in the Receiver section or in the Additional Information section of the Invoices.

To create Invoice Mapping, you need to have Attorney Information added in advance. 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.

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

    • Workspace – allows you to map specific workspaces to the selected attorney. An additional field Mapped Workspace(s) is shown to select the workspaces.
    • Matter – allows you to map specific maters to the selected attorney. An additional field Mapped Matter(s) is shown to select the Matters.
    • Client – allows you to map specific clients to the selected attorney. An additional field Mapped Client(s) is shown to select the Clients.

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