Invoice Template Fields – Quick Reference Guides

There are numerous invoice templates available for use.

These files list all invoice templates and their respective fields to help you decide which best suits your needs:

• US-Templates-and-Fields
• Canadian-Templates-and-Fields

To view the invoice templates:

1. Click Setup.
2. From the Setup left navigation, click Firm Settings.
3. From the tabs atop the Firm Settings screen, click Invoice Templates.
4. In the Invoice Templates section, use the drop-down to select the Hourly, Fixed Fee, or Contingency template you want to view.
5. To the right of the drop-down, click Edit/Preview.