The following templates have been added for flexibility during invoice printing. This list is found in the following location.

  • Setup > Firm Settings > Invoice Templates


    F1: Invoices with all pertinent details 

    This is the default invoice template. It contains the following information:

  • Invoice date
  • Invoice number
  • Matter name
  • Matter file number
  • Bill to information
  • Due date
  • Time/Expense dates
  • Time/Expense details
  • Hours/Quantities
  • Rates
  • Amounts
  • Totals/ invoice amount
  • Retainer balance (if available)
  • Transactions since last invoice (if feature is turned on)


    F1-A: Invoices with all pertinent details & retainer replenishment amounts

    This is the same as the default invoice template, including an additional required retainer amount.



    F2: Invoices with all pertinent details, #9 envelope inserts

    This is the same as the default invoice template, however, the "bill to" and basic invoice information is displayed differently for mailing purposes.


    F3: Invoice with all pertinent details & prior balances

    This is the same as the default invoice template, including previous invoice(s) balance. This information is on the cover page by default.


    F3-A: Invoice with all pertinent details, prior balances and retainer replenishment amounts


    This invoice template contains the most information. This is F1-A, and F3 combined.



    F3-B: Invoice in Statement Format

    This is the same as the default invoice template, however, the previous invoice balance and payment(s) received since the last invoice are listed at the beginning of the invoice.


    F4: 
    Invoices with all pertinent details & prior balances, #9 envelope inserts

    This template is F2 and F3 combined.


    F5: Service Charge: without individual timekeeper rates


    This is the same as the default invoice template, however, the timekeeper rates are removed from the invoice for confidential purposes.

    F6: 
    Service Charge: without individual timekeeper rates, #9 envelope inserts

    This template is F2 and F5 combined.


    F7: Service charge: minimal details

    This template is F3 and F5 combined.



    F8: Service charge: minimal details. #9 envelope inserts

    This template is F4 and F5 combined.