The Invoice Template setting in Set-Up lets you pick a firm-wide template for all of your Hourly, Fixed Fee or Contingency Matters. However, there are times when a client will request a different style for the template than the one used for all other Matters with that Billing Method. 

In order to use a Matter Specific Invoice Template, here are the steps to take: 

  • Click on Add/Edit from the Matter screen
  • Click on Advanced Settings

  • Once inside the Advanced Settings section, click the box next to Customize invoice formats just for this matter.

  • Use the Drop Down Menu to select the Invoice Template you wish to use 

  • After selecting the Invoice Template you wish to use, Click Save