To activate the account summary feature in your LeanLaw invoice emails: Navigate to Settings > Email Settings > Account Summary. Once enabled, the account summary will automatically appear in your Invoice and Reminder emails moving forward.
Account Summary Features
The account summary will include the following information:
Balance Forward: If applicable, this will display the existing account balance for a client or matter
New Charges: This reflects the total amount added to the client or matter’s balance from the latest invoice.
Payments Received: This section will show any additional payments recorded on the invoice.
Paid from Retainer: If you enter a payment from a client's retainer on the invoice before sending it, this amount will appear here.
To Pay: This is the total calculated amount owed.
If your client has a retainer or trust account, the retainer summary will automatically display the Starting Retainer Balance, Ending Retainer Balance, and Minimum Retainer Balance.
Note: The Minimum Retainer Balance will only populate if your firm utilizes evergreen retainers and the client has a non-zero minimum specified.
