Using Document with Practice

If you license both Practice and Document, you can send invoices created in Practice to a client's storage area in Document. To enable this feature, you should set up the following firm-level options as needed:

• Invoice mapping options. These options allow you to specify the Document storage folder where Practice invoices should be stored, among other options.
• Custom file-naming conventions. If needed, you can create a custom file naming convention for Practice invoices. This step is not required.

Once you have set any firm-level options, use Client Manager to enable the client-level billing option that permits you to send invoices from Practice to Document.

1. Open Dashboard, click Application Links on the navigation panel, and then click Client Manager under Clients.
2. Open one or more client profiles.
3. Select Practice > Billing Options in the navigation panel and expand the Invoice and statement address section.
4. Select Send a copy to Document. Click in the upper-right corner of the window for more assistance, if needed.
5. Save the client profile settings.

When you have set the firm and client settings, you can create invoices in Practice and send them to Document.

1. Open Dashboard, click Application Links on the navigation panel, and then select Invoices under the Billing & Invoicing section. The Unposted Invoices view displays in the Billing and Invoicing window.
2. Do one of the following.
   • To print one invoice, select Print > Print Final or Reprint Final Invoice from the Actions menu for the invoice.
   • To print multiple invoices at one time, select the check box for each invoice to include, and then select Batch Actions > Print Final.
3. Select the Send a PDF copy to Document destination option.
4. Click OK.

Note: Client email addresses and options must be configured before you can send emails.