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.

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.

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:

When switching things around with Billings, what Matter they are for, if a Flat Fee Service is involved, and other considerations, sometimes we found the Client Field would not be updated correctly in a couple of the various scenarios as expected. We made sure it updating fully now.

If you tried to create an appointment from a Matter page, in some certain scenarios you would run into an issue. That issue is gone now, so schedule away.

There was a bug with the Chat that was causing a "growing shadow" and even multiple windows at times displaying that really made things difficult. This issue has been resolved and cleaned up surrounding this.

It could eventually grow into something like this if you clicked around a lot:

We're pleased to share we've made some nice performance improvements in bulk processing scenarios, like generating bills, that will simply help keep things running more smoothly.

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

In some scenarios clearing a timer was either not an option or was being inconsistent. Those have been taken care of now so you can easily clear any timer now.

The second thing we did was automatically pre-fill the matter information when you create a billing from a timer, when the timer has been added to your Matter form. 

The value of these small improvements will surely add up over time, plus it just makes using Curo365 feel so much better.

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.