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Invoice Address Information ("Bill To")
Invoice Address Information ("Bill To")

How LeanLaw sets the address information on invoices and how address information is sync'd to QuickBooks client and matters

Fred Willerup avatar
Written by Fred Willerup
Updated over a week ago

LeanLaw creates invoices in QuickBooks and you print or email the invoices from there. The address and email information on invoices depend on information and settings in LeanLaw as well as settings in QuickBooks.

Client Address and E-mail

The starting point is the client. You set address and e-mail information when creating the client in LeanLaw. You can edit this information by clicking on the "Client" tab under a matter in LeanLaw.
One the client has a corresponding "customer" in QuickBooks (which happens if you connect it, or the first time you create an invoice), the email and contact information will be copied over to QuickBooks. Any changes in LeanLaw will be reflected in QuickBooks immediately.
Any changes in QuickBooks will *not* be reflected back to LeanLaw, so make sure you change address information from LeanLaw. The only exception is when you connect an existing QuickBooks customer to a LeanLaw client either by import or manually.

Overriding Address and/or E-mail for a Matter

You can override either the client address or the e-mail or both for a given matter in the QuickBooks tab under the matter:

Check a checkbox to override the address or email. When you do any invoices created for that matter will get the address and/or email that you set here. You can preview the address on the right where it says "Invoice Sample".

Matter Billing: Important QuickBooks Detail

If a client is set for Matter Billing (see here for detail), LeanLaw will create a sub-customer under the client in QuickBooks. LeanLaw will set the sub-customer to "Bill this Customer" as opposed to "Bill with Parent". This tells QuickBooks that it should 1) get the account balance from the matter as opposed to the client, and 2) get the invoice address from the matter.
When using Matter Billing, LeanLaw will copy the address information from the client to the matter, including any updates made or overrides to emails or addresses. This ensures that invoices or statements created in QuickBooks directly (not by LeanLaw) will have the correct address information.
Thijs only works if the setting for the matter is "Bill this Customer". If you change it to "Bill with Parent", LeanLaw will not set the address.

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