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CommunityI would like to add an invoice number or numbers to a template in a matter.

I would like to add an invoice number or numbers to a template in a matter.

  • Hello,

     

    To add invoice fields to template, see below.

    1. Right click the template to edit it
    2. Select Editing > Insert Fields
    3. In the dropdown, select Bulk Invoice
    4. Place the cursor where you would like the field to go
    5. Scroll down to the Invoice Number field and double click it to insert it where your cursor is in the template.

    If you would like multiple invoice numbers, kindly contact Practice Management Advisor for assistance with advanced document automation.

     

    Kind regards,

    Misty Petty

    Help Desk Technician

    Expand Post
    • Admin BSKK (Customer)

      Thanks Misty!

      Thank you,

      Lisa
      Lisa Webster
      Bookkeeping/Administrative Assistant
      Borden, Steinbauer, Krueger & Knudson, P.A.
      302 South 6th St, Brainerd, MN 56401
      Phone Number (218) 829-1451
      www.BrainerdLaw.com<http://www.brainerdlaw.com/>

      [BSKK Law_Final-01-Gr]

      Privileged/Confidential/Disclaimer: This email and any attached files may contain privileged and/or confidential information. If you are not the intended recipient, you are advised that viewing, copying, disclosing, or any other such use of this information is prohibited. Additionally, if you are not a current client of Borden, Steinbauer, Krueger & Knudson, P.A., nothing in this communication shall be deemed to be legal advice or to create an attorney/client relationship.
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I would like to add an invoice number or numbers to a template in a matter.