Add "Lawyer" to client Contacts and add a "Lawyer" dropdown option in Invoice Recipient
complete
b
bendigopaintherapy@gmail.com
If you want to generate an invoice to a Lawyer/Solicitor for a report or file preparation it would be easier to add their details into Contacts that could then auto-populate invoices if the invoice recipient of "Lawyer" could be selected, like you can for "Insurer".
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J
Jo Ruotolo
Agree totally
Mush
complete
M
Matthew O'Carroll
in progress
Mush
planned
M
Matthew O'Carroll
open
Andreas Papastergiadis
Merged in a post:
Lawyer
T
Tim McGrath
It would be good to have another section for contact details for lawyers in addition to insurance company and employer
Andreas Papastergiadis
Hi there,Thank you for submitting your idea.Being able to add custom third party contact types is definitely something we would like to address when we're next working on contacts in coreplus.