Using the Invoice Templates Window

Save time by creating invoice templates that include the headers, footers, content sections, and totals that you want to appear on invoices. You can also select the font settings, margins, and labels that are used for totals.

To set invoice template options, do the following:

1. Open the Invoice and Statement Content Manager.

   1. In Dashboard, click Application Links on the navigation panel.
   2. In the Firm section, click Invoice and statement templates.
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. Enter or edit the identification and location information for the template.

   Setting	Description
   Name	The name must be unique among the templates.
   Description	The description displays when you hover the pointer over the template name in the Invoice and Statement Content Manager templates list. Entering a description is optional, but can make it easier for other people to understand the types of invoices the template is used for.
   Storage folder	The folder you selected when you created the template displays here. Click Change storage folder to select a different folder.

4. Select font and margin options for the invoice.

   Setting	Description
   Use default firm font settings	If this option is selected, the font settings selected on the Practice Billing Settings tab in the Firm settings and defaults window will be used for the template. If you want to set different font settings, clear this box.
   Font/font size lists	These lists are only available if the Use default firm font settings check box is not selected. Select a font and font size to use for the template.
   Apply to header/footer	This option is only available if the Use default firm font settings check box is not selected. Select this check box if you want the font selections made here to apply to the headers and footers used in the template. Clear this check box if you want the headers and footers to use the font options that were set when the headers and footers were created.
   Margins	Set the margin widths for each edge of the page. Widths are in inches.

5. In the Header page 1 and Header after page 1 lists, select the header to use on the specified pages.
6. Do any of the following as needed:
   • Add sections to the invoice. Click Add Section, then select the type of section to add.
   • Edit an existing section. Hover your pointer over the section, and then click Edit. After making the needed changes, click Done.
   • Delete a section. Hover your pointer over the section, then click Delete. Click Yes to confirm the deletion.

   Tell me about the sections on an invoice template.

   Section	Description
   Service/Expense	Displays information about the items being billed. You can include either summary or detail information. Click Done after making your selections. See Managing Service/Expense Sections on Invoice Templates for more detail.
   Paragraph	Allows you to insert either a pre-defined firm paragraph or a custom paragraph in the invoice. You also can include an amount and insert an underline. See Managing Invoice Paragraphs for more detail.
   AR Aging	Displays the client's AR aging, broken down for the current billing period, 31-60 days past due, 61-90 days past due, 91-120 days past due, and over 120 days past due. You cannot edit this section.
   AR Statement	Displays the client’s AR detail. You can select the statement template, cutoff date, and the balance forward date. Click Done after making your selections.
   Page Break	Inserts a page break in the current location.
   Totals	The totals section displays by default. You do not need to add it, and you cannot delete it. You can edit it. See Editing Totals on a Template for more information.

7. After all the sections have been added, you can rearrange the order of the content sections by dragging and dropping them to a new location.
8. In the Footer page 1 and Footer after page 1 lists, select the footer to use on the specified pages.
9. Click Preview at the top of the window to view an example of the invoice using sample data.
10. Click Save.