How do I add who performed each line item to an Invoice?

First, ensure that all members of your firm have their initials entered into the User Initials field of My Settings.

Next, Go to the Invoice Customization page of Firm Settings

Then, set the Timekeeper field to be Visible

When you add line items to your invoices, associate the responsible attorney to each item. The attorney's initials will show on the invoice with this line item.

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