Customise invoices to your liking by creating invoice templates.
Apply different invoice styles for different practice areas and billing types using templates. You can edit or change invoice settings at any time.
How to set up Invoice Settings and Invoice Templates
- Select the gear icon on the top right, then select Firm Settings.
- Navigate to Invoice Settings from the left panel.
- Select Add New and type in the name of your new invoice template.
Customise your invoice template
Start from the Your logo section and work your way down the page, then Save the page before moving on to the next tab.
The sample invoice on the right side of the screen updates automatically when you change a setting.
Basic tab
In the Basic tab, you can edit the following:
- Invoice logo
- Firm name font and font size
- Heading font
- Body font
- Firm details - enter your firm's ABN here. This field appears under the invoice logo.
- Letterhead layout
- Page margins
- Grid styles - how line items show in the invoice
Remember to select Save before moving to the next tab.
PDF Invoices tab
In this tab, you can edit the following:
- Show payment terms - enter how many days after the invoice date that payment is due
- Change the invoice number to start from
- Choose the information fields that the invoice title and subtitle should draw from
- Display time and fee entries in the invoice
- Add a column for line/item numbers on an invoice
- Widen the text wrapping for invoice descriptions - select Show Amount and Tax Per Line Item
- List disbursement entries on an invoice or use a single-line summary
- Add a field for Interest/Surcharge
- Include or exclude non-billable items
- Add notes to the bottom of the invoice - use this section to add bank account information
- Add an image of your signature to the end of the invoice
- For best results, use a transparent .png image that is cropped to the size of the signature.
- For best results, use a transparent .png image that is cropped to the size of the signature.
- Display balances and summary tables and choose if they are displayed on a new page:
- Show Professional Fee Summary (with or without timekeeper role)
- Show Prior Balances
- Show Invoice Summary
- Show Account Summary
- Show Transaction History for each account
- Show description for entries
- Include PDF attachments sent alongside the invoice
Remember to select Save before moving to the next tab.
eInvoice tab
In this tab, you can enable the feature to display a description when viewing an eInvoice line item. Customise this with the fee date and fee earner listed for this invoice.
Remember to select Save before exiting Invoice Settings.
Apply an invoice template to a matter
To change the Invoice Template on any matter:
- Navigate to the matter, then select Edit Matter.
- Select Invoice Settings from the Quick Links panel on the left menu.
- Under Invoice Settings, select the invoice template from the drop-down menu. The invoice title, subtitle, and notes fields will update based on the template's settings. You can change them here without affecting the original template.
- Select Save Matter at the bottom of the screen.
Choose custom text for the invoice title and subtitle
You can customise the invoice title and invoice subtitle specific to a matter.
To customise the invoice title and subtitle:
- Open a matter file and select Edit Matter in the top-right corner.
- Select Invoice Settings on the left panel.
- Under the Invoice Title and/or Invoice Subtitle section, select Custom text.
- Enter the title or subtitle of your choice in the following field. You can also insert placeholder text using the drop-down menu:
- Matter Number
- Matter Type
- Client's last name/Organisation name
- Matter Description
- Select Save Matter.
Override the invoice address on a matter
You can now override the debtor's name and address displayed on the top of invoice templates with an alternative address.
Overriding an address is applied per debtor on a specific matter only.
To override a debtor's address:
- Open a matter file and select Edit Matter in the top-right corner.
- Select Invoice Settings on the left panel.
- Under the Invoice Address section, tick Override debtor address.
- Select the relevant debtor and enter their name and alternative address in the text box.
- Select Save Matter.
Overriding the address will not update the debtor's address listed on their contact card, as it only customises the name and address block displayed on invoices.