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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...
Mon, 22 May, 2017 at 1:37 PM
Available Invoice Formats
Matter Type: Hourly   Template # Details F1: Invoices with all pertinent details All information rela...
Wed, 16 Nov, 2016 at 2:11 AM
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 ...
Wed, 16 Nov, 2016 at 2:11 AM
Adding a Logo to Your Invoices
If you would like to add your logo to your invoices, you would do so my editing your header, or footer templates. First go to Setup > Firm Settings >...
Tue, 27 Dec, 2016 at 9:14 PM
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...
Thu, 9 Mar, 2017 at 9:48 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 (like shown below) You will need to refresh the co...
Wed, 12 Apr, 2017 at 10:03 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 ...
Wed, 16 Nov, 2016 at 2:11 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...
Wed, 29 Mar, 2017 at 9:42 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. ...
Thu, 4 May, 2017 at 10:23 AM