Client / Matter Names For Invoice

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Client / Matter Name 1 and Client / Matter Name 2 are optional.

They allow you to specify a Client / Matter name to appear on the invoice that is different from the primary name.

If this value is left blank then the primary Client / Matter name will appear on the invoice.

A common use for these two names fields occurs when a client record is set up for a specific matter. In this case Client / Matter Name 1 can be the client name and Client / Matter Name 2 can be the matter name.

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