Customize an Invoice Template
Our system comes built-in with a number of different invoice templates. This article outlines the steps you will have to take to edit, customize, or create any number of templates in the system.
Invoice Settings
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Add or Remove Invoice Template Fields
Before editing your invoices, take a look at our listing of available invoice and letter template fields.
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Invoice and Letter Template Fields
To add fields to your invoice templates, paste the field names listed below into the templates.
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Adding Custom Fields to Invoice Templates
Instead of creating a separate template field, you can use a custom field associated with Matter, Contact, and Matter Relations as a merge field on invoice templates. Download Master Matter Fields To view and download the master matter document template fields: From the left navigation panel, click Matters. On the Matters screen, select a matter …
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Color Invoice Templates
Use these templates to save a great deal of time when customizing your color invoice templates.
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Color Invoice Templates with Logos
Use these templates to save a great deal of time when customizing your color invoice templates with logos.
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Black and White Invoice Templates
Use these templates to save a great deal of time when customizing your black and white invoice templates.
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Black and White Invoice Templates with Logos
Use these templates to save a great deal of time when customizing your black and white invoice templates with logos.
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Invoice Screen Field Descriptions
These tables include field definitions for the invoice screen sections.
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Add Your Logo to Your Invoices
This feature requires admin user access.
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Display Only the Description In The Invoice Details Field
Although you can add a Task and Description to billable items, you can choose to display only the Description in an invoice’s Details.
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Display a Currency Conversion on Your Invoices
With assistance from our support team, you can display the currency conversion for non-variable currencies on your invoices.
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Restore an Invoice Template to its Original Version
You may edit an invoice template only to realize you want to restore it to its original version.
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Set Up Automatic Finance Charges
The finance charge function automates finance charge calculations on unpaid invoice balances when generating a new invoice.
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How Finance Charges Are Calculated
When you create an invoice, you can click the icon beside the finance charges field to view the calculation variables.
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Remove Your Invoice Header from Additional Pages
You can set your invoice templates to have your header appear only on the first page of your invoices.
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Invoice Cover Page Fields Not Populating
If your invoice cover page fields do not populate, then refresh the cover letter template.
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Remove Cover Pages from Invoices
While you can add a cover page to individual invoices, all invoices, or none, there may be times you want to remove a cover page.
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Display State Name on Invoices
You can display the state name instead of its abbreviation on invoices.
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Display the Country Under the “Bill To” Address on Invoices
You can display the country under the “Bill To” address on your invoices.
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Create a Matter-Specific Invoice Template
If a client requests a different style for their invoice template, you can create a customized template to accommodate their need.
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Invoice Template Fields – Quick Reference Guides
There are numerous invoice templates available for use.