Streamlined View for Consolidated Invoices on Statement of Account

Streamlined View for Consolidated Invoices on Statement of Account:

Overview

A new setting has been introduced to improve the readability of the Statement of Account and Remittance Copy for customers using consolidated invoices. Previously, each matter under a consolidated invoice appeared on a separate line in the “Open Invoices and Credits” section, which created clutter—especially for firms with many matters under a single invoice.

This enhancement provides an option to display consolidated invoices as a single summarized entry, making statements cleaner and easier to understand.

What’s New

Two new sub-settings have been added to the Flexible Billing Template:

1. Statement Page Tab

Under the “Include Open Invoices and Credits” checkbox in the Summary section, there is now a sub-setting:

✅ Hide Matter Details for Consolidated Invoices

When enabled:

• Consolidated invoices are displayed as a single line.

• The Matter Name is shown as “Multiple Matters”.

• The total balance for the entire invoice is shown.

• This applies to both stand-alone/invoice and client/matter statement of account formats.

2. Remittance Copy Tab

Similarly, under the “Include Open Invoices and Credits” checkbox, the following sub-setting is available:

✅ Hide Matter Details for Consolidated Invoices

When enabled:

• The Remittance Copy will also display consolidated invoices on a single line.

• Uses the same format as the Statement Page (“Multiple Matters” and total balance).

Previous Behaviour

• Consolidated invoices showed a separate line for each matter, even though it was part of the same invoice.

• This made it difficult to quickly see the total balance and introduced unnecessary complexity, especially for clients handling high-volume invoicing.

How to Use the New Setting

1. Navigate to Flexible Billing Templates.

2. Open the relevant template and go to the Statement Page or Remittance Copy tab.

3. Locate the Include Open Invoices and Credits option.

4. Check the box for “Hide Matter Details for Consolidated Invoices.”

5. Save the template.

Once enabled, consolidated invoices will display in a compact, easy-to-read format.

Benefits

• Reduces visual clutter on statements.

• Makes it easier to identify total balances for consolidated invoices.

• Enhances presentation for client-facing documents.

Additional Notes

• This setting only affects the display format; it does not change how invoices are calculated or generated.

• Stand-alone invoices and non-consolidated invoices remain unchanged.

• You can toggle the setting on or off at any time per template.

If you have any questions or need assistance enabling this feature, feel free to reach out to our support team.