Invoice Settings |
Our system comes built-in with a number of different invoice templates. This article outlines the steps you will have to take to format, edit, customize, or create any number of templates in the system. If you need further assistance, please call support
Instead of creating a separate template field, you can use a custom field associated with Matter, Contact, and Matter Relations as a merge field on invoice templates.
Use these templates to save a great deal of time when customizing your color invoice templates.
Use these templates to save a great deal of time when customizing your color invoice templates with logos.
Use these templates to save a great deal of time when customizing your black and white invoice templates.
Use these templates to save a great deal of time when customizing your black and white invoice templates with logos.
The Statement of Account is the first page of the Client Statement & Invoices document — the summary page your client sees when you bill them across multiple matters.
These tables include field definitions for the invoice screen sections.
You can edit your header and footer templates to add your logo to your invoices.
Although you can add a Task and Description to billable items, you can choose to display only the Description in an invoice's Details.
Displaying only the description minimizes the onscreen text while still communicating what you are billing. If you are printing invoices, this option will also reduce printing costs.
You may edit an invoice template only to realize you want to restore it to its original version.
You can set your invoice templates to have your header appear only on the first page of your invoices.
If your invoice cover page fields do not populate, then refresh the cover letter template.
While you can add a cover page to individual invoices, all invoices, or none, there may be times you want to remove a cover page.
You can display the state name instead of its abbreviation on invoices.
You can display the country under the "Bill To" address on your invoices.
If a client requests a different style for their invoice template, you can create a customized template to accommodate their need.
To add your signature to invoices, you will first need to upload your signature to the system. Once you have uploaded your signature, add the merge field [#MatterOwnerSignature#] to your invoice template.