How to customize your invoices
Invoices are completely customizable, so you can create polished invoices which reflect your firm's logo and style.
Invoice Templates are essentially Word documents with embedded 'Invoice Template Mergefields'. When you run your invoices, the mergefields pull your Rocket Matter accounting data into the invoices. This ensures that your invoices reflect the most up-to-date billing activity.
To edit your Invoice Template, you can select one of Rocket Matter's 6 pre-formatted templates, or you can download your existing template.
When you download your template, it will be located in your downloads folder, to be opened in Word.
Once your Template is opened in Word, you can edit your document using Word's robust word processing capabilities.
Here are some of the ways our Clients customize their Invoices:
- Add your Firm's Logo to the first and/or subsequent pages by pasting the Logo into your Word Document.
- Use Word's robust word processing features to change the Font or Style of your document.
- You can add or remove 'Invoice Template Mergefields' by referencing Rocket Matter's 'Invoice Template Cheat Sheet', which is downloadable
from the 'Custom Invoice Template' section within your Rocket Matter account.
After you've edited your Invoice Template in Word, upload it back into Rocket Matter.
Multiple Invoice Templates can be stored in your 'Custom Invoice Template' section.
To change your system's default Invoice Template:
Or, you can apply a specific Invoice Template to a specific Matter:
can toggle between invoice Template
Want to know more about using Invoice Templates?
Need more help?
Contact our Award-Winning Support Team at (888) 432-1529 or firstname.lastname@example.org