Ensure your invoices always comply with your requirements
Once your billing guidelines have been configured as set out here, when your external resources and law firms are added to a matter, the billing guidelines rules will be applied and a billing guideline set established on the matter. These will be visible on the external resource page.
When the external resource submits an invoice, they will be required to confirm compliance with each of the billing guidelines before an invoice can be submitted, in draft or final. This will be visible on the invoice screen.
Any updates to the billing guidelines will be applied to the matter, and to any subsequent invoices that are submitted on that matter.
If you require more information or support, you can get in touch with the Support team here, or email firstname.lastname@example.org.