Amicus Attorney by CARET Billing E-mail Cover Sheets
Cover E-mail is used when choosing to E-mail Bills. This template includes both the subject line and the body.
- Go to Billing > Reports >E-mail Cover Sheets
- Enter File's Invoice ID /number
- Enter Firm ID
- Select Template Format used
- Select Consolidate option between [YES] [No]
Note: Reports can be edited. Report data can be sorted, refreshed and accessed directly from the generated report