Customize an Invoice Template
CosmoLex comes built-in with a number of different invoice templates. This article outl…
Invoice Settings
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Adding Custom Fields to Invoice Templates
Instead of creating a separate template field, you can use a custom field associated with… -
Invoice and Letter Template Fields
To add fields to your invoice templates, paste the field names listed below into the templ… -
Invoice Template Fields – Quick Reference Guides
There are numerous invoice templates available for use. These files list all invoice tem… -
Create a Matter-Specific Invoice Template
If a client requests a different style for their invoice template, you can create a custom… -
Add or Remove Invoice Template Fields
Before editing your invoices, take a look at our listing of available invoice and letter t… -
Restore an Invoice Template to its Original Version
You may edit an invoice template only to realize you want to restore it to its original vers… -
Remove Cover Pages from Invoices
While you can add a cover page to individual invoices, all invoices, or none, there may be t… -
Invoice Cover Page Fields Not Populating
If your invoice cover page fields do not populate, then refresh the cover letter template… -
Black and White Invoice Templates
Use these templates to save a great deal of time when customizing your black and white invo… -
Black and White Invoice Templates with Logos
Use these templates to save a great deal of time when customizing your black and white invo… -
Color Invoice Templates
Use these templates to save a great deal of time when customizing your color invoice templ… -
Color Invoice Templates with Logos
Use these templates to save a great deal of time when customizing your color invoice templ… -
Invoice Screen Field Descriptions
These tables include field definitions for the invoice screen sections. From Matters En… -
Display the Country Under the “Bill To” Address on Invoices
You can display the country under the “Bill To” address on your invoices. To… -
Display State Name on Invoices
You can display the state name instead of its abbreviation on invoices. To display the sta… -
Add Your Logo to Your Invoices
You can edit your header and footer templates to add your logo to your invoices. Header… -
Display Only the Description In The Invoice Details Field
Though CosmoLex allows you to add a Task and Description to billable items, you can choose… -
Remove Your Invoice Header from Additional Pages
You can set your invoice templates to have your header appear only on the first page of your… -
Set Up Automatic Finance Charges
The finance charge function automates finance charge calculations on unpaid invoice ba…
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