Our firm is new to SB, and is a few months out from using SB billing. Most of our clients have several matters that we bill to monthly. As I understand it now, there is not a great way to bill a client for multiple matters without them receiving a separate email for each invoice and each matter (not ideal for us or our clients).
I believe our work around could be using the combine/cover letter feature. Is there a way to edit/customize that cover letter at all? Is there a way to choose what information is shown?
I would love to hear from other Firms and how they bill clients with multiple matters to get some ideas on how we can make it work.
Thank you!
Best answer by JG3
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