Editing Billing Address for Matters

While you have a client address, sometimes you need an additional billing address for a matter, such as when the client billing address is different than the client address, or when two parties are to receive the bill, such as the executor and the beneficiary of a trust. The billing address lets you bill to an address other than the client address.

1. Select Matters > Matters or click the Matters toolbar button. The Matters Browse window appears.

2. Highlight the matter you want to edit and click Open. The Matter Maintenance window appears.

3. Select the Address tab.
   
   

4. Edit the information as necessary.

   1. E-Mail Address can hold more than one email address. If you enter multiple addresses, separate them with a semi-colon (;).
      
      

   2. Check Two Addresses on the Bill to print this address and the client address on the bill. The billing address will be printed above the client address.

5. Click Done to save your changes.