Adding Attorneys to

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Adding Attorneys to

If you need to differentiate payments for multiple attorneys (or any other producer in a partnership) you will need to add the list of your attorneys in your instance by using a Custom Field in

In Settings, click on Custom Fields:

Then create a new Custom Field. Custom Fields will appear in your invoice, payments, your client’s profiles, etc. But you also have the option to select where (or in what object) the custom field should appear.

This custom field will now be available on the information about your invoice, your customer profile and on the payment received. When you export your payments or invoices in a excel file, you will be able to group them by attorney which will benefit your accounting process.

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