Category Archives: Modules
Set preferences for contacts & firms
Set default invoice options for new clients …
Set preferences for receipts & statements
Customize the subject line of payment receipts, and set up templates for your company’s statements and the accompanying emails …
Set preferences for invoices, LEDES billing, & rewards
Customize invoices, set up electronic billing, and start a booking reward system like a frequent flyer program, to inspire client loyalty …
Set preferences for shipping labels & other production functions
Store credentials and options for FedEx & UPS shipping, plus set options for other production functions …
Set preferences that cover more than one module
Set preferences for aspects of MR9 that impact multiple modules or the entire system …
Set global options for all users
Customize MR9 to match your company with options that appear systemwide …
Provide more information on invoices with custom messages
Don’t miss the opportunity to communicate with clients that invoice messages offer …
Override standard invoice headers with your own custom headers
Create custom invoice headers to meet all of your business needs, and store them for quick reuse …
Group service items for faster billing
Configuring Billing Sets is an essential step in accurately and efficiently billing your clients when turning in jobs …
Shorten billing time with stored billing rates
Set up multiple billing rate tables so you can automatically charge different amounts to different clients for the same service items based on prices you negotiate with clients …
