A Billing record defect was discovered in Time Matters 16.3 right after its recent release.Read More
TIME MATTERS BLOG
Time Matters / Billing Matters 16.0 has two issues with the Send to Billing feature that can cost you real money if you don't catch the errors and adjust for them. TM15.1 and TM15.1.1 have the same issues.
In Time Matters/Billing Matters 14 and 14.1, when you use the option to send a Billing Matters invoice via Email using default text for the Email message, the text loses all carriage returns. Also, only the first Email in a batch of selected Matters is related to a Contacts and a Matter.
My work-around is to avoid the option for a Default Email Message and instead complete each billing Email, one at a time, using a Formattable Clipboard. Billing Matters will generate all the billing Emails with a Subject (set in Billing Preferences on the Accounts Receivable tab) and a blank body. Opening each Email and applying a Formattable Clipboard does three things: (1) Fills in the body of the Email with carriage returns, and (2) Lets you manually relates the Email to the Contact and Matter; and (3) Allows the automatic use of the client's First Name via a linked field in the Formattable Clipboard.