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Add or Remove Invoice Template Fields

In This Article…

Before editing your invoices, take a look at our listing of available invoice and letter template fields

Remove Fields

To remove fields from an invoice template:

  1. Click Setup.
  2. From the Setup left navigation, click Firm Settings.
  3. From the tabs atop the Firm Settings screen, click Invoice Settings.
  4. On the Invoice Settings screen, in the Invoice Templates section, use the drop-down to select the Hourly, Fixed Fee, or Contingency template you want to edit.
  5. To the right of the drop down, click Edit/Preview.
  6. On the Edit Invoice screen, highlight the fields you wish to remove.
  7. On your keyboard, press Delete.
  8. On the Edit Invoice screen, click Save.
    The Edit Invoices screen closes, returning you to the Invoice Settings screen.

Add Fields

To add fields to your invoice template:

  1. Click Setup.
  2. From the Setup left navigation, click Firm Settings.
  3. From the tabs atop the Firm Settings screen, click Invoice Settings.
  4. On the Invoice Settings screen, in the Invoice Templates section, use the drop-down to select the Hourly, Fixed Fee, or Contingency template you want to edit.
  5. To the right of the drop-down, click Edit/Preview.
  6. On the Edit Invoice screen, copy each field name from Invoices and Letter Template Fields and paste it into the desired location in your template.
Note

If you are choosing to insert a table field, you must first add the table to the invoice template with the appropriate columns and headers, then paste the table field in the first cell.

Example:

Date Timekeeper Initials Item Details
[#ProfSerItems4#]      
     

  1. Repeat the process until you have added your desired fields.
  2. In the upper left corner, click Save.
    The Edit Invoices screen closes, returning you to the Invoice Settings screen.
Updated on April 6, 2022

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