Equinox has functionality that enables users to generate invoices and correspondence from templates that are stored in the system.

When these documents are generated on a case, there are options to save these to the Documents tab within Equinox.

Correspondence

There is a preference that can be enabled by our support team to automatically save any correspondence generated from Equinox to the Documents tab of the case.

For more information on how to generate correspondence, please see the ‘Outgoing Correspondence’ module.

Invoices

At the final stage of generating an invoice from the Charges tab of a case, there is a tick option: ‘Save To Documents Store’.

When ticked, the invoice will be saved to the Documents tab of the case.

This option is ticked by default. Please contact our support team to untick this option by default.

For more information on how to generate invoices, please see the ‘Generate an Invoice’ ar.