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Managing Templates

Fields Available for Invoice and Letter Templates
When editing your invoice templates, there are several fields already provided. Here is a full list of our available fields along with their definitions. Yo...
Tue, 1 Aug, 2017 at 6:54 AM
Available Invoice Formats
Matter Type: Hourly   Template # Details F1: Invoices with all pertinent details All information related to current invoices is shown. F1-A:...
Thu, 20 Jul, 2017 at 1:07 PM
Various Invoice Template Types
The following templates have been added for flexibility during invoice printing. This list is found in the following location. Setup > Firm Settings...
Thu, 20 Jul, 2017 at 9:38 AM
Adding a Logo to Your Invoices
If you would like to add your logo to your invoices, you would do so by editing your header, or footer templates. First, go to Setup > Firm Setting...
Thu, 20 Jul, 2017 at 11:56 AM
Removing Cover Page from Invoices
If you do not want to include a cover page for a specific invoice, in the Add Invoice Window, uncheck "Include Cover Page" from the Advanced Setti...
Tue, 8 Aug, 2017 at 10:52 AM
How to Show Description Only on Invoices
To do this: Go to Setup > Firm Settings > Invoice Templates Under Invoice Print Settings > Where it says "Task/Description" > ch...
Tue, 8 Aug, 2017 at 10:57 AM
Your Invoice Cover Page Fields Are Not Populating Properly
If you are printing a cover page with your invoice, and you notice the fields are not populating (as shown below): You will need to refresh the cove...
Thu, 10 Aug, 2017 at 9:14 AM
How to Remove Invoice Header from Additional Pages
Go to Setup > Firm Settings > Invoice Templates Click Edit/Preview to the right of Header Template Erase all fields from this section and click ...
Thu, 20 Jul, 2017 at 11:35 AM
How To Set Up An Invoice Template For A Specific Matter
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...
Thu, 10 Aug, 2017 at 9:32 AM
Editing Invoice Templates
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. ...
Fri, 18 Aug, 2017 at 9:47 AM