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.
- After you click Save, your edits will be set and you can return to other portions of your CosmoLex software.
Note: Your edits will not be saved unless this is done.