In Cosmolex, you can customize invoice templates to suit how your firm does their billing whether that is for hourly, fixed fee, or contingency matters.

To Edit Invoice Templates:

  • From the Set Up screen, select Firm Settings and then Invoice Templates.

  • Choose if you wish to edit an Hourly, Fixed Fee or Contingency Invoice Template.
  • Next, select the Edit/Preview tab next to the template setting. 
  • This will open the Invoice Template. From here, you can begin making edits.

  • After you have completed all of your edits, click on the Save button in the upper left side of the Invoice Template screen and then close the screen.

  • After closing out the Invoice Template screen, click on the orange Save button on the left-hand side of the screen.

Note: Your edits will not be saved unless this is done.

Once you have hit the orange Save button, your edits will be set and you can return to other portions of your CosmoLex software.