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Show ‘Description Only’ on Invoices

Introduction

Invoice customization tools are important to many firms as they want to clearly communicate to their clients what is being billed. Some believe that “less is more” and streamlining information decreases the chance a client will be confused by an invoice. The CosmoLex system allows you to add a Task and Description to billable items, and this article shows how to just have the Description show up on an invoice.

Step by Step Instructions

To do this, first go to Setup > Firm Settings > Invoice Settings

Under Invoice Print Settings > Where it says “Task/Description” > choose “print description only.”

Sample Invoice

 

Updated on January 13, 2020

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