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Invoice Cover Page Fields Not Populating

If your invoice cover page fields do not populate, then refresh the cover letter template. 

Refresh Your Cover Letter Template

To refresh your cover letter template:

  1. From the left navigation panel, click Setup.
  2. From the Setup  gray left navigation, click Firm Settings.
  3. From the tabs atop the Firm Settings screen, click Invoice Settings.
  4. On the Invoice Settings screen, in the Invoice Templates section and to the right of the Cover Page field, click Edit/preview.
    The Edit Cover Page message box reads: Changes must be made carefully and saved using the tool bar.
  5. Click OK.
  6. In the upper left corner of the Cover Page template, click Save.
  7. Reprint your invoice.
Updated on April 6, 2022

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