In response to customer feedback, we have added functionality that helps prevent users from inadvertently invoicing the same matter simultaneously from different places or by different users in PracticePanther. This scenario often occurs if a firm has multiple users who are responsible for invoice processing and are creating invoices simultaneously. It can also occur when a single user generates invoices by using PracticePanther on multiple browser tabs. In practice, the functionality works as follows:

When invoicing matters individually from within a contact or matter, users will be notified if an invoice for the selected matter is being generated elsewhere within PracticePanther. The user will be prevented from initiating a new invoice for the same matter until the previous process has completed. This will typically take only a few seconds to a few minutes, at most.

When batch invoicing for multiple matters, matters that are currently in the process of being invoiced elsewhere in the system will not appear for selection in the list of available matters. Again, the process of invoicing elsewhere should only take a few moments, so it should only be hidden from the list momentarily.

This new functionality enhances billing accuracy and minimizes the risk of potential errors or duplicates, especially for firms that frequently process invoices concurrently.

If you need any further assistance with concurrent invoice processing, please reach out to our support team by emailing help@practicepanther.com or give us a call at (800) 856-8729.