Overview
You can now customize whether your firm requires an invoice reference number (also known as a billing number) when creating jobs. This gives your firm more control and ensures consistent billing practices across all users.
How to make Billing Number a Required Field
Sign in to Proof at app.proofserve.com.
Go to the Firm Settings tab in the side bar.
Go to the Organizations Settings tab
Find the setting: Make invoice reference number a required field for all users.
Toggle the setting on to make the invoice reference number mandatory for all users at your firm.
Important Notes
You must be an admin user at the firm to edit this setting.
If your firm uses Bulk Upload, this setting is automatically enabled and cannot be turned off.
If your firm uses integrations (Filevine, Litify, Clio, Mycase, etc), this setting is automatically enabled. An Admin at your firm can turn it off.
This setting impacts all users at your firm, not just your experience.
Why Use This Setting?
Helps ensure smoother reporting and invoicing.
Reduces risk of users forgetting to add a billing reference number.