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Editing Invoice Templates

Introduction

In CosmoLex, you can customize invoice templates to suit how your firm does their billing whether that is for hourly, fixed fee, or contingency matters.

Step by Step Instructions

To modify your templates:

  1. Click Set Up
  2. Select Firm Settings
  3. Click Invoice Settings

Choose if you wish to edit an Hourly, Fixed Fee or Contingency Invoice Template.

Next, select the Edit/Preview tab next to the template.

This will open the Invoice Template. From here, you can begin making edits.  Click HERE for the available fields for your invoice.

After you have completed all of your edits, click on the Save button in the upper left side of the Invoice Template screen and then close the screen.

After closing out the Invoice Template screen, click on the orange Save button on the right-hand side of the screen.

After you click Save, your edits will be set and you can return to other portions of your CosmoLex software.

Learn More

Custom Invoice Templates

Available Invoice Templates

Fields Available for Invoice and Letter Templates

Updated on January 28, 2020

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