Create a Matter-Specific Invoice Template

If a client requests a different style for their invoice template, you can create a customized template to accommodate their need.

Create the Template

To create a matter-specific invoice template:

  1. From the left navigation panel, click Setup.
  2. From the Setup screen left navigation, click Firm Settings.
  3. From the tabs atop the Firm Settings screen, click Invoice Settings.
  4. Determine which invoice template you want to customize.
  5. Customize the invoice template.

Assign it to the Matter

To associate the custom template with the matter:

  1. From the left navigation panel, click Matters.
  2. On the Matters screen, single-click a matter to highlight it and then from the toolbar, click Edit.
  3. From the bottom of the Matter’s left navigation, click Settings.
  4. From the tabs atop the Settings section, select Invoicing.
  5.  In the Options section of the Invoicing screen, check the box to Customize invoice formats just for this matter.
  6. From the drop-down that displays to the field’s right, select the invoice template you created during the customization process.
  7. In the upper right corner, click Save.
Updated on July 12, 2023

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