Generate combined invoices for a case or time period
Some clients, such as insurance companies, request summarized invoices which list the open (unpaid) invoices belonging to a particular case or time period. Add the Summary Invoice plug-in to your MR9 system to automatically create these custom aggregated invoices.
Higher level of service
Summary invoices differ from monthly statements, which include all outstanding invoices for the responsible party. Summary invoices have customization options — such as the ability to restrict the list of outstanding invoices to a single case or a specific time range — to give clients the exact information they are looking for and increasing the probability of getting paid faster.
Additional customization options include the ability to generate invoices by the client who ordered services or the client responsible for payment — which is not always the same — such as when a law firm orders records for their client and that client will be paying for the records.
The Summary Invoice plug-in generates invoices that include all open invoices based on your parameters — and you can further customize the summary invoice by removing any invoices from the list you do not want to include.
Want to know more?
Contact OMTI Client Services for more information.
