Managing an Invoice Template

Invoice templates save you time when billing clients because all of the invoice options are predetermined. You can use the default invoice templates provided with Practice or create custom templates.

Tips:

• You can customize the headers and footers of default templates with firm-specific information that is maintained in the firm settings and defaults. See Setting Billing Options for the Firm for more information.
• If a default template contains most of the information you need, instead of creating a template from scratch, you can copy the template and make any necessary changes to the copy.

To create an invoice template, do the following:

1. Open Invoice and Statement Content Manager.
   1. In Dashboard, click Application Links.
   2. Click Invoice and statement templates under Firm.
2. Do one of the following:
   • Add a new template. In the Templates section of the navigation panel, right-click a folder and select New Template. You can also click the application button and select New > Invoice Template.
   • Create a new template based on an existing template. In the Templates section of the navigation panel, double-click the invoice you want to copy. Then, click the application button and select Save As.
   • Edit an existing invoice template. In the Templates section of the navigation panel, right-click a template and click Edit.

   Note: The system templates provided with Practice cannot be edited or deleted. System templates are listed in gray text in Invoice and Statement Content Manager. If you do not want a system template to be available for billing, you can mark the template as inactive.

3. Provide the required information and add invoice sections. See Using the Invoice Templates Window for more information.
4. Click Save.