For instances that have Invoiced activated, one of the features we offer besides the ability to create invoices, is showing the customer’s current balance as well as their billing history.
For Law Lab to be able to retrieve this information for you, it uses the “Invoiced Customer Id” field in the Record details.
This field can be edited in the Record dialog when editing an existing record (not a party)
To retrieve the customer id from Invoiced, go to that customer’s page in your Invoiced instance. Then, copy the digits at the end of the URL, for example:
and that’s it!
If you retrieve the incorrect customer id, Law Lab will let you know: