Consolidated statements

Charlene_HCharlene_H Member Posts: 8

Hello! I've tried searching but I keep getting all kinds of random results.

I have a law firm that, unlike my others, requires each law clerk (there's about a half-dozen and counting) to receive their own invoice. they note it in the client file and do whatever they do and only then do they send it to accounting. so each of them has to receive their own invoices - can't go to one general mailbox.

so i have, like, a half-dozen "ABC Law Firm" with different email addresses.

well, accounting has changed. the previous person retired and the new person wants everything in one monthly statement instead of invoices on a case-by-case basis.

is there a way I can consolidate all of ABC Law FIrm invoices into one consolidated invoice? IOW, have "ABC Law Firm" as the main account with each law clerk a subaccount?

Comments

  • MikegMikeg Member Posts: 995 ✭✭✭

    @Charlene_H,
    Have you looked at setting up each clerk as a product with their associated rate? You can use the description box to detail work performed.

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