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Version 1.4.8

  • Writer: Leslie Leahy
    Leslie Leahy
  • May 31
  • 1 min read

In today's update we implement a heavily requested feature.


Matter Type Exclusions

You can now exclude invoices from having reminders sent based on the "Matter Type" the invoice is related to. This is especially useful for matters that involve invoices that are settled at a future event - such as conveyancing matters (paid at settlement), or probate matters (paid upon will settlement).


To exclude invoices related to a specific matter type:


  1. Login to LegalCollect

  2. Navigate to "Settings > Matter Type Exclusions"

  3. Tick the matters you want excluded


That's it! Invoices related to those matters will now be hidden from the Invoices and Notices screens, and will not be included in reminder processing.


 
 
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