Introduction

The standard print management functionality can now be used when generating invoices based on the evergreen invoice template feature. There are no changes to the standard print management functionality.
functionality.

Set-up

We have introduced two document types in the print management set-up:

  1. Matter invoice template
  2. Payer invoice template

Matter invoice template

Path: PMA>setup> forms> form setup> general> print management >matter invoice template:


Payer invoice template

Path: PMA>setup> forms> form setup> general> print management >Payer invoice template:


Using print management

We have added a Print button to invoice proposal form, in the upper menu area

Path: PMA>Invoices>Matter invoices>Document>Print:


For the standard print management functionality please refer to Microsoft documentation.

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