Managing Invoice Paragraphs

You can set up paragraphs that can be added to invoices throughout your firm. The paragraphs can be assigned default values to display on invoices, or they can be general items, such as an address block.

Paragraphs are set up in the Invoice and Statement Content Manager. To access this section, do the following:

1. In Dashboard, click Application Links on the navigation panel.
2. In the Firm section, click Invoice and statement templates.

Once in the Invoice and Statement Content Manager, you can do any of the following:

Add a paragraph.

1. Expand the Paragraphs section in the navigation pane.
2. Right-click a folder in the Paragraphs section and select New Paragraph. 
3. Either select an existing folder where the paragraph should be stored, or click New Folder to create a new folder.
4. Enter the paragraph information.

   Component	Description
   Location	Select a category where the paragraph will be located. Note: You can click New Folder if you need to create a new folder for the paragraph.
   Name	Enter a name for the paragraph. This name will display in the navigation panel.
   Description	Enter a description for the paragraph. The description does not appear in the paragraph, but it displays when others hover over the paragraph name in the navigation panel.
   Default amount	Enter the default amount to be billed for this paragraph, if any. The amount can be overridden on the Invoice Paragraph Amount window.
   Language	Select the language for the paragraph. The options available are determined by your firm.

5. Click Save.
6. On the new tab that displays in the main pane, enter the paragraph text.
7. Use the tools in the ribbon to format the paragraph.

8. Option	Description
   Cut, Copy, Paste text	Click Cut, Copy, or Paste in the Clipboard group on the Home ribbon to copy selected content to the clipboard or insert copied content from the clipboard.
   Clear all content	Click Clear in the Edit group on the Home ribbon to remove all content from the open item.
   Insert images	Insert your cursor where you would like to insert an image, and then click Picture in the Picture group on the Home ribbon. Navigate to and select the image to insert, and then click Open. The following image formats are supported: BMP, TIF, WMF, PNG, JPG, JPEG, GIF Note: Images must be inserted as embedded objects. Images that are inserted as links will be removed from the rendered invoice. Removing tshe image can change where text displays on the invoice.
   Format images	Select an image in your document, and then click Format in the Picture group on the Home ribbon. You can change the layout, size, and save options for the image, among other options.
   Insert an ePay Link	If your firm licenses the ePay feature, you can click Insert ePay Link on the Home ribbon to add a hyperlink on the invoice that points to the ePay portal. Your clients can click this link to make their payments.
   Insert keywords	Drag keywords Variable blocks of text that are defined by the system and can be inserted in an invoice paragraph, header, or footer when setting up the invoice content. Keywords are changed to client specific data when the invoice is generated. from the navigation panel into the desired location in the content area. See Using Invoice Keywords for more information.

9. Click Spell Check in the Proofing group of the Review tab.
10. Click Save on the application menu or click on the quick access toolbar.

Edit a paragraph.

1. Expand the Paragraphs section in the navigation pane.
2. Right-click the paragraph you want to edit and select Open .
3. Add to or edit the content as needed.
4. Click Save on the application menu or click on the quick access toolbar.
5. Click Spell Check in the Proofing group of the Review tab.

Create folders to organize paragraphs.

1. Right-click the Paragraphs section on the navigation panel and select New Folder.
2. Enter a name and description for the category.
3. Click Save.