Rocket Matter Knowledge Base Invoice TemplatesHow to customize your invoices

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.

How do I choose one of Rocket Matter's 6 pre-formatted templates?

 

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.

How do I edit and upload Invoice Templates?

 

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.

  How do I add a logo to my Invoice Template?

-  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.           

   How do I add or change a mergefield on my Invoice Template?

 

After you've edited your Invoice Template in Word, upload it back into Rocket Matter.

How do I edit and upload my Invoice Template?

 

Multiple Invoice Templates can be stored in your 'Custom Invoice Template' section.

To change your system's default Invoice Template:

How do I change my default Invoice Template?

 

Or, you can apply a specific Invoice Template to a specific Matter:

can toggle between invoice Template

How to set an Invoice Template per Matter

 

Want to know more about using Invoice Templates?

How do I change the Firm name and address on my invoices?

How do I delete an Invoice Template?

 

 

Need more help?

Contact our Award-Winning Support Team at (888) 432-1529 or support@rocketmatter.com