The Manage Invoices module generates a Balance (current amount due plus past due invoices). However, this does not seem to be a field I can access, which is unfortunate. It would be nice to be able to include this in a cover e-mail message when I send an invoice.
Would anyone else find such a field useful?
@GeorgeJ4336
I just found that {Invoice.Payment} is misspelled. It should be {Invoice.Payments}, as it is spelled in the column headings of the Manage Invoices module.
I also just found that {Invoice.InvoiceNos} returns nothing, and {Invoice.Number} returns the name of the invoice file. I reported these issues to AppColl Support.
Re: Preview Pane in File Module
I agree, particularly with respect to e-mail messages. Outlook has a very nice preview pane for e-mail messages, and Mac Finder can show previews of files. I believe Windows File Explorer also can show file previews. Such previews make it MUCH easier to find a file of interest. For example, many e-mail messages in a chain have similar subject lines, since they are replies to each other. A preview would make wading through such a chain much easier.
George
@BrandonK6644 I agree. Other docket management systems (ex., Clio, I believe) have nice implementations of this. You click on a document in the docket management system web page, and the document downloads to your computer (ex., to the Downloads folder), and your preferred application automatically launches to open the document. When you close the document, the document is automatically uploaded back to the the docket management system. It is all transparent.
In some implementations, a program runs in the background to make this magic happen. The docket management system communicates with the background program telling it what the user clicked on, and the background program launches the application program, pointing the application to the downloaded file. The background program monitors the downloaded file, and after the application closes the file, the background program automatically sends the edited file back to the docket management system.
@MarkW5689 Yes! I would really like this, for the reasons given. Some of my foreign associates are not capable of storing per-matter e-mail addresses, so they send all correspondence to my general in-take mailbox. It would be great to have an automatic facility that parses the subject line and then stores the message in an appropriate matter. Storing in the matter should trigger the "Receive e-mail message" event in that matter.
@MarkW5689 I can't remember where I found them, but here are some invoice fields:
Invoice Balance
Invoice BillTo
ex. {Invoice.BillTo.First} {Invoice.BillTo.Last} {Invoice.BillTo.Company} {Invoice.BillTo.EmailCC} {Invoice.BillTo.EmailNoCC}
These values are determined by the “Bill To” field in an invoice. This field accepts a Contact, so the subfields are determined from the Contact record.
Invoice Client
ex. {Invoice.Client.Name} {Invoice.Client.IntakeEmailAddress}
(See notes re BillTo.)
Invoice Comments
Invoice CutoffDate
Invoice Description
Invoice DueDate
Invoice Expenses
Invoice Fees
Invoice InvoiceAmount
Invoice InvoiceDate
Invoice InvoiceNos
Invoice LEDESFile
Invoice Locked
Invoice Modified
Invoice PaidOnDate
Invoice Payment
Invoice PaymentTerms
Invoice PDFFile
Invoice RemitTo
ex. {Invoice.RemitTo.Name} {Invoice.RemitTo.EmailNoCc
(See notes re BillTo.)
Invoice SendToQuickBooks
Invoice StartDate
Invoice Status
Invoice WriteOffs