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 of 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 from the Matter screen
- Select Advanced Settings from the Add Matter screen.
- Once inside the Advanced Settings, 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, hit Save