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:
- Click Setup.
- From the Setup left navigation, click Firm Settings.
- From the tabs atop the Firm Settings screen, click Invoice Settings.
- 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.
- To the right of the drop down, click Edit/Preview.
- On the Edit Invoice screen, highlight the fields you wish to remove.
- On your keyboard, press Delete.
- 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:
- Click Setup.
- From the Setup left navigation, click Firm Settings.
- From the tabs atop the Firm Settings screen, click Invoice Settings.
- 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.
- To the right of the drop-down, click Edit/Preview.
- 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.
- Repeat the process until you have added your desired fields.
- In the upper left corner, click Save.
The Edit Invoices screen closes, returning you to the Invoice Settings screen.