Part 1 of "Send Bill to Multiple People" allowed you to specify additional Contacts to send a Bill to. Now in Part 2, those additional bill recipients can also be a Business. Furthermore, all additional recipients are now CC'd on the Bill email instead of receiving a separate email.

Adding recipients as a Contact or a Business is done the same way using the specific "Matter - Additional Bill Recipient" Connection Role from a Matter.

Click "Generate Bill" and come back later to see how it all went. We've created a new page that brings a lot more visibility into the status of creating each Bill, and we even made the processing more bulletproof by automatically retrying if there was any hiccup like a temporary environment lag. No more crossing your fingers or wondering what happened during Bill Generation, it's all there to see now.

On the left navigation bar, you will now see a "Bulk Processes" entity that will list the processes you have initiated. The type "Generate Bills" is the first example of this bulk processing where you will get to see the details and status very easily. The page even automatically refreshes during processing to give you current status.

If you want to start showing the Fees Breakdown on your Bills by line item you can. If you like it the way it has been, you can keep it that way still. 

You now have the option to show a Fee Breakdown on your Bills, and that setting is found on your Business Center. This is not turned on by default, but if you want to turn it on you can, and it looks like this:

Now you can have additional recipients of a bill being sent via email by adding each additional recipient as a Connection to the respective matter with the Connection Role of "Matter - Additional Bill Recipient". Those Contacts with this specific Connection Role will also receive a bill email like the Billing Contact for the Matter does.

*Note: This will not add recipients to Split Bills

Now you can set a minimum retainer balance threshold per matter so that you can easily keep money in retainer, mitigating the risk of doing work you won't see the money for.

Once you have this set, the retainer replenishment request will be automatically added to the next bill (matter invoice), whenever a matter is below the specified minimum amount you set for the matter.

Here is a guide to help you use this new feature.

Our new support and chat feature is now available within Curo365 where you can easily get the help you need without ever leaving Curo365. It's found only on the bottom right of specific entity form pages within Curo365. It looks like this:

We know your experience with support will be much better with this, and specifically, we want to encourage you to use this interface rather than email for support. It will be much better. Thank you!

When you click it, it opens up and you can search our entire knowledge base of articles to quickly find answers. And if you still can't find what you need, you can start a new conversation with our support team to ask your specific question and get the exact assistance you need. When it is opened it will look like this if not already in a specific conversation:

Generate interest fees daily to add to your next Invoice for any overdue invoices. You can even set your own rate and a grace period after the official due date.

This encourages clients to pay on time and to keep your cash flowing in your firm.

Here is a guide on how to create and apply various interest rates you set up for your matters.

Beginning 9/1/2020, we will officially transition any Curo365 environment from the "Classic Interface" to the new Microsoft Unified Interface experience, and making it the standard and default experience moving forward.

We've recently finished updating Curo365 to fully support the new Microsoft Unified Interface. You can learn more about the Unified Interface here: https://docs.microsoft.com/en-us/powerapps/user/unified-interface 

This new interface will make things better in many ways. You'll really like it.

Therefore, we will be fully deprecating the older "Classic" interface, and will no longer be supporting it.

Our new Curo365 Help Center is live and available at http://help.curo365.com

The Curo365 Help Center is already stocked with over 50 articles and videos to help you get the most out of Curo365, and more are being added every week.

Additionally, there is a live chat feature where you can ask more specific questions and get more personal assistance when you aren't able to find what you need. Click on it at the bottom right of the page to give it a try. You'll love it.