Wednesday, January 18, 2017

Force One Invoice Per Job

One of the neat features about LDMax is its ability to have multiple invoices per job. This is huge if you are an investigator and need to do progressive invoicing or if you have a relationship with your client that allows for this.

However, some agencies have a more rigid workflow and need to ONLY have one invoice per job. This is especially true if you are in a high volume situation doing data exchanges and law firms only want to see one invoice per job.

Going to Configure->General->Company Variables and setting the checkbox under Basic Settings for Only Allow One Invoice Per Job will prevent you and your staff from accidentally compiling more than one invoice on a job.

Thank you for your suggestions!

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