How to modify the reline in the Invoice Package for confidentiality purposes

Question:

Sometimes clients want the reline removed from the remittance page so they can separate it and send to their accounting teams without the details showing. How can we achieve that in Acumin?

Response:

There is no option to remove the presentation of the Reline in the Invoice package. In fact, this is the intent of the Reline field versus the Matter Name field. By default, the system automatically copy the content of the Matter Name into the Reline field but it can be updated to a more discreet content so an accounting department could get it. 

You can add a paragraph with a more detailed content so when the matter is invoiced, the paragraph can be inserted in the invoice section if you feel the Reline is not enough. The paragraph and print option can be set up and saved in the matter properties to always apply.