Sunday, October 23, 2011

Adding a Different Address for a Satellite Office in PCLaw

I am a member of the PCLaw group at LinkedIn. Cindy asked:

“Is there a way to get invoices to print with a satellite office address at the top, instead of the firm's main address?”

My answer was:

Use the Template Editor in Tools to select the bill you are using now. You can confirm the current billing template in Systems Settings - Billing - there are 3 - Bill, Quickbill, and Prebill.

After you open the bill in the Template Editor, immediately "save as" a new name. Then click on the Element containing the firm's address at the top and delete. Then, Edit -Insert - Text element. In the text element type the name, address, phone, etc. of the satellite office. Re-save this template.

You cannot change the default bill template in Systems Settings, as it will change for the whole firm. Instead, use the Billing tab in Matter Manager to set the billing template for clients of the satellite office only.

As always, I invite your comments and suggestions for future post topics. Next week – Adding a New Bank in PCLaw.