Invoice Templates and Fields

There are numerous invoice templates available for use.

These files list all invoice templates and their respective fields to help you decide which best suits your needs:

To view the invoice templates:

  1. Click Setup.
  2. From the Setup left navigation, click Firm Settings.
    The Firm Settings screen opens, displaying tabs across the top.
  3. Click Invoice Templates.
  4. In the Invoice Templates section, use the drop down to select the Hourly, Fixed Fee, or Contingency template you want to view.
  5. To the right of the drop down, click Edit/Preview.
Updated on July 10, 2020

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