Sending a Matter to Abacus Accounting

In order to produce an invoice for a matter in Abacus Accounting, it must first be set up in AbacusLaw by CARET with a link type of BILLTO.

1. Open the matter in AbacusLaw.
   
   
2. In the Matter window, click the Linked Names tab.
   
   
   
   
3. Click Add link.
   
   
   
   
4. The Names Browse window opens. Highlight the name to link to the matter and click Select.
   
   
   
   
5. The Name-to-Matter link window opens. Set Link Type to BILLTO and click Done to save.
   
   
   
   
6. The Accounting Data for Matter window opens. Review/complete the information that is displayed.
   
   
   
   
7. Click Done. The next time you open Abacus Accounting, the matter will be listed.