Working with Invoice Templates

Once you've created your invoice templates either by customizing the sample templates available in Practice Management or building your own, you can upload it into Practice Management for use in your billing workflow.

To do this:

In Practice Management, go to Admin > Billing. The Billing page appears.
In the Custom bill templates section, click Create new custom bill template. The New Custom Bill Template window appears.
Enter a Template name.
Enter a Description.
In the Upload new template file field, click Please select a file to browse to and select the Word docx template you want to use.
Click Save to finish uploading the template and save your changes.

Editing an Existing Template

At times, you may need to update the templates you are using.

To do this:

In Practice Management, go to Admin > Billing. The Billing page appears.
In the Custom bill templates section, click the link for the template you want to update.
The Edit Custom Bill Template window appears.
Click the link for the Current template to download the template so you can make your changes.
Once your updates are made, view the Edit Custom Bill Template window (if you've closed it) and complete the fields in it, selecting and uploading the updated template in the Upload new template file field. (See the instructions outlined in the previous section, "Uploading an Invoice Template".)
Click Save. The previous template is overwritten with the updated version.

NOTE: To delete a template, click the link for the template in the Custom Bill Templates list. In the Edit Custom Bill Template window, click Delete. Then provide a reason for the deletion and confirm the action.

Please note that when you delete a template, there is no way to recover it. Consider downloading the template first and saving it either in your firm's document repository or associating it with a matter you've set up for managing administrative items.

Sample Templates

The following is a list of ready-made invoice templates, which you can modify to suit your needs by editing them in Microsoft Word.

Working with Invoice Templates

Accessing Sample Templates

Uploading an Invoice Template

Editing an Existing Template

Sample Templates

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