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Set Up Matter-Specific Invoice Template

Introduction

CosmoLex allows you to set up firm-wide invoice templates for all Hourly, Fixed Fee, and Contingency Matters. Learn how to edit invoice templates.

However, there are times when a client will request a different style for their invoice template. This article will provide you instructions on how to set up an invoice template specific to a particular matter.

Step 1: Customize Invoice Template

Select an invoice template to customize for this type of matter. Learn more about Customizing Invoice templates.

Step 2: Apply Matter-Specific Template

1. From the Matters tab, click  Add. This can also be done when editing a matter. (Learn how to Add and Manage Matters)

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2. On the Add or Edit Matter screen, Click Advanced Settings

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3. Under the Billing Info tab, check the box for Customize Invoice Formats for just this matter

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4. Select the desired Invoice Template from the drop-down menu.

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5. When ready, click Save to save this matter

Updated on June 17, 2019

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