If you have a client who is retained for multiple matters and wishes for a centralized invoice that summarizes everything they owe, it is possible to add a standardized cover letter for this purpose.
- Navigate to the Contacts tab on Smokeball billing and select the contact who is retained for multiple matters.
- Select the Invoices tab.
- Use the checkboxes to select the draft, unpaid, or overdue invoices you will send to the client.
- Select the Download button and choose Combine in PDF with Cover Letter from the drop-down menu.
- This option will not be enabled if you select invoices that have already been paid.
- This option will not be enabled if you select invoices that have already been paid.
- Preview the cover letter and invoices by selecting the progress bar in the lower left-hand corner of Smokeball billing.
- This will generate a .pdf file which includes the cover letter and invoices you selected.
- Note: the language in the cover letter is automated and cannot be modified.