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Available Invoice Templates

Introduction

When selecting your invoice template, you may be wondering which one to pick. Use this list of all of the invoice templates and what details are included, to help you pick the best template(s) for your needs.

To view these templates, go to Setup > Firm Settings > Invoice Templates 

There are different templates available for U.S. and Canadian accounts. Make sure you look at the correct country to find the appropriate templates.

U.S. Templates

Hourly

Template # Details
F1: Invoices with all pertinent details All information related to current invoices is shown.
F1-A: Invoices with all pertinent details & retainer replenishment amounts.
 
All information related to current invoices, and additional required retainer amount.
F2: Invoices with will all pertinent details, #9 envelope inserts All information related to current invoices is shown, #9 windowed envelope compatible with fold marks.
F3: Invoices will all pertinent details & prior balances Unpaid prior invoice totals are shown and added to the current invoice.
F3-A: Invoices with all pertinent details, prior balances, & retainer replenishment amounts All information related to current invoices, previous invoice balance shown on the invoice, and additional required retainer amount
F3-B: Invoices in Statement Format
 
 
F4: Invoices will all pertinent details & prior balances, #9 envelope inserts Unpaid prior invoice totals are shown and added to current the invoice, #9 windowed envelope compatible with fold marks.
F5: Service charge: without individual timekeeper rates Service charges are shown without Timekeeper rates. Timekeeper initials are still shown.
F6: Service charge: without individual timekeeper rates, #9 envelope inserts

Service charges are shown without Timekeeper rates. Timekeeper initials are still shown, #9 windowed envelope compatible with fold marks.

F7: Service charge:
minimal details
Service charges are shown without Timekeeper initials, hours or rates.
F8: Service charge: minimal details, #9 envelope inserts Service charges are shown without Timekeeper initials, hours or rates, #9 windowed envelope compatible with fold marks.
F9: Service charge: summary only Do not use. For CosmoLex Internal Use.
F10: Service charge: summary only, #9 envelope inserts Do not use. For CosmoLex Internal Use.
F11: Service charge: summary only Do not use. For CosmoLex Internal Use.
F12: Service charge: summary only, #9 envelope insert

Do not use. For CosmoLex Internal Use.

Fixed Fee, Contingency

Template # Details
F1: Invoices will all pertinent details All information related to current invoices are shown.
F2: Invoices will all pertinent details, #9 envelope inserts All information related to current invoices are shown, #9 windowed envelope compatible with fold marks.
F3: Invoices will all pertinent details & prior balances Unpaid prior invoice totals are shown and added to the current invoice.
F4: Invoices will all pertinent details & prior balances, #9 envelope inserts Unpaid prior invoice totals are shown and added to the current invoice, #9 windowed envelope compatible with fold marks.

Details

F1: Invoices with all pertinent details

This is the default invoice template. 

  • Invoice date
  • Invoice number
  • Matter name
  • Matter file number
  • Bill to information
  • Due date
  • Time/Expense dates
  • Time/Expense details
  • Hours/Quantities
  • Rates
  • Amounts
  • Totals/ invoice amount
  • Retainer balance (if available)
  • Transactions since last invoice (if feature is turned on)

F1-A: Invoices with all pertinent details & retainer replenishment amounts

  • Invoice date
  • Invoice number
  • Matter name
  • Matter file number
  • Bill to information
  • Due date
  • Time/Expense dates
  • Time/Expense details
  • Hours/Quantities
  • Rates
  • Amounts
  • Totals/ invoice amount
  • Retainer balance (if available)
  • Retainer replenishment amount (if available)
  • Transactions since last invoice (if feature is turned on)

F2: Invoices with all pertinent details, #9 envelope inserts

This is the same as the default invoice template, however, the “bill to” and basic invoice information is displayed differently for mailing purposes.

  • Invoice date
  • Invoice number
  • Matter name
  • Matter file number
  • Bill to information
  • Due date
  • Time/Expense dates
  • Time/Expense details
  • Hours/Quantities
  • Rates
  • Amounts
  • Totals/ invoice amount
  • Retainer balance (if available)
  • Transactions since last invoice (if feature is turned on)

F3: Invoice with all pertinent details & prior balances

The same as default, including previous balance

  • Invoice date
  • Invoice number
  • Matter name
  • Matter file number
  • Bill to information
  • Due date
  • Time/Expense dates
  • Time/Expense details
  • Hours/Quantities
  • Rates
  • Amounts
  • Totals/ invoice amount
  • Retainer balance (if available)
  • Previous balance (if available)
  • Transactions since last invoice (if feature is turned on)

F3-A: Invoice with all pertinent details, prior balances and retainer replenishment amounts

This invoice template contains the most information. This is F1-A, and F3 combined.

  • Invoice date
  • Invoice number
  • Matter name
  • Matter file number
  • Bill to information
  • Due date
  • Time/Expense dates
  • Time/Expense details
  • Hours/Quantities
  • Rates
  • Amounts
  • Totals/ invoice amount
  • Retainer balance (if available)
  • Retainer replenishment amount (if available)
  • Previous balance (if available)
  • Transactions since last invoice (if feature is turned on)

F3-B: Invoice in Statement Format

This is the same as the default invoice template, however, the previous invoice balance and payment(s) received since the last invoice are listed at the beginning of the invoice.

  • Invoice date
  • Invoice number
  • Matter name
  • Matter file number
  • Bill to information
  • Due date
  • Time/Expense dates
  • Time/Expense details
  • Hours/Quantities
  • Rates
  • Amounts
  • Totals/ invoice amount
  • Retainer balance (if available)
  • Transactions since last invoice (if feature is turned on)

F4: Invoices with all pertinent details & prior balances, #9 envelope inserts

This template is F2 and F3 combined.

  • Invoice date
  • Invoice number
  • Matter name
  • Matter file number
  • Bill to information
  • Due date
  • Time/Expense dates
  • Time/Expense details
  • Hours/Quantities
  • Rates
  • Amounts
  • Totals/ invoice amount
  • Retainer balance (if available)
  • Previous balance (if available)
  • Transactions since last invoice (if feature is turned on)

F5: Service Charge: without individual timekeeper rates

This is the same as the default invoice template, however, the timekeeper rates are removed from the invoice for confidential purposes.

  • Invoice date
  • Invoice number
  • Matter name
  • Matter file number
  • Bill to information
  • Due date
  • Time/Expense dates
  • Time/Expense details
  • Hours/Quantities
  • Amounts
  • Totals/ invoice amount
  • Retainer balance (if available)
  • Transactions since last invoice (if feature is turned on)

F6: Service Charge: without individual timekeeper rates, #9 envelope inserts

This template is F2 and F5 combined.

  • Invoice date
  • Invoice number
  • Matter name
  • Matter file number
  • Bill to information
  • Due date
  • Time/Expense dates
  • Time/Expense details
  • Hours/Quantities
  • Amounts
  • Totals/ invoice amount
  • Retainer balance (if available)
  • Transactions since last invoice (if feature is turned on)

F7: Service charge: minimal details

This template is F3 and F5 combined.

  • Invoice date
  • Invoice number
  • Matter name
  • Matter file number
  • Bill to information
  • Due date
  • Time/Expense dates
  • Time/Expense details
  • Hours/Quantities
  • Amounts
  • Totals/ invoice amount
  • Retainer balance (if available)
  • Previous balance (if available)
  • Transactions since last invoice (if feature is turned on)

F8: Service charge: minimal details. #9 envelope inserts

This template is F4 and F5 combined. 

  • Invoice date
  • Invoice number
  • Matter name
  • Matter file number
  • Bill to information
  • Due date
  • Time/Expense dates
  • Time/Expense details
  • Hours/Quantities
  • Amounts
  • Totals/ invoice amount
  • Retainer balance (if available)
  • Previous balance (if available)
  • Transactions since last invoice (if feature is turned on)

Canada Templates

Hourly, Fixed Fee, and Contingency

Template # Details
Canada-F1-A (GST/HST Only) Invoices with all pertinent details & prior balances
Canada-F1-B (GST/HST Only) Invoices with all pertinent details & prior balances. Separated Disbursements & Other Charges
Canada-F1-C (GST & HST) Invoices with all pertinent details & prior balances
Canada-F1-D (French – GST & HST) Invoices with all pertinent details & prior balances

Default Templates Based on Province

Province

Hourly Default

Fixed Fee  Default

Contingency Default

Alberta

Canada-F1-B

Canada-F1-B

Canada-F1-B

British Columbia

Canada-F1-C

Canada-F1-C

Canada-F1-C

Manitoba

Canada-F1-C

Canada-F1-C

Canada-F1-C

New-Brunswick

Canada-F1-A

Canada-F1-A

Canada-F1-A

Newfoundland and Labrador

Canada-F1-A

Canada-F1-A

Canada-F1-A

Northwest Territories

Canada-F1-A

Canada-F1-A

Canada-F1-A

Nova Scotia

Canada-F1-A

Canada-F1-A

Canada-F1-A

Nunavut

Canada-F1-A

Canada-F1-A

Canada-F1-A

Ontario

Canada-F1-A

Canada-F1-A

Canada-F1-A

Prince Edward Island (PEI)

Canada-F1-A

Canada-F1-A

Canada-F1-A

Québec

Canada-F1-D

Canada-F1-D

Canada-F1-D

Saskatchewan

Canada-F1-C

Canada-F1-C

Canada-F1-C

Yukon

Canada-F1-A

Canada-F1-A

Canada-F1-A

Updated on June 1, 2018

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