Though CosmoLex allows you to add a Task and Description to billable items, you can choose to display only the Description in an invoice’s Details.
Displaying only the description minimizes the onscreen text while still communicating what you are billing. If you are printing invoices, this option will also reduce printing costs.
To display only the description on an invoice:
- Click Setup.
- Click Firm Settings.
The Firm Settings screen opens, displaying tabs across the top.
- Click Invoice Settings.
- Under the Invoice Print Settings section, locate the Task/Description field.
- From the drop down, click Print description only.
- Click Save.
Invoices will display only the description under Details.