Billing invoices to others

By default, Legalsense sends an invoice to the client's main billing address. If a matter's invoice should go to a different debtor, or to a different contact person or address for the same client, you can set an alternative debtor on the matter page.

1. On the matter page, click Add debtor

Matter page showing the Add debtor button.

2. In the window that appears, search for the debtor you want to use.

New debtor search window, showing the debtor search field.

Note: If the debtor isn't yet known in Legalsense, create it first under Clients → Contacts. When you create the contact, explicitly indicate that it's a debtor. Clients automatically become debtors in Legalsense.

3. If the invoice should go to the same client but to a different contact person or address, select the client as the debtor and select the correct address in the address field.

Note: The addresses available here must first be added to the client record.