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Restore an Invoice Template to its Original Version

You may edit an invoice template only to realize you want to restore it to its original version.


Restoring an invoice template overwrites all custom changes. To retain any changes, copy those portions of the template text you want to keep for pasting into the template post-restoration.

To restore the original version of an invoice template:

  1. From the left navigation panel, click Setup.
  2. From the Setup 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, to the far right of the template you wish to restore to its default, click Restore.
    The Restore (Hourly, Fixed Fee, or Contingency, as applicable) Template message box displays: Template will be restored to original format. Any custom changes made will be discarded. Continue?
  5. Click Yes.
    The Restore Invoice Template message box displays: Restore successful.
Updated on April 5, 2022

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