Rocket Matter Knowledge Base Invoice TemplatesHow to edit and upload Invoice Templates

How to edit and upload Invoice Templates

Rocket Matter Invoice Templates are essentially Word documents with 'Invoice Template Merge Fields' embedded in them.

To edit a Rocket Matter Invoice Template, you need to download it (or access your existing Word document on your hard drive), and open it in Word.  Once you've edited your document, you can upload the modified document back into Rocket Matter for use as your new Invoice Template.

1.  Navigate to "Custom Invoice Template".

2.  Click "Download Template" to download the template appearing in the display window.

- You can also select and download one of Rocket Matter's 6 pre-formatted templates to customize.

-  The downloaded Template will be located in the Downloads folder on your computer.

Where do I find my downloads folder?  http://www.computerhope.com/issues/ch001533.htm

 

3.  Open the downloaded template in Word.

3.  Open the downloaded template in Word.

Try these customization options:

4.  Add your Firm's Logo

4.  Add your Firm's Logo

-  Within Word, simply paste your firm's logo on the cover page, and/or on subsequent pages of your document. Use Word's editing capabilities to scale and place your logo as needed.

5.  Change the formatting and fonts.  

5.  Change the formatting and fonts.  

-  Use Word's robust text editing capabilities to change the font and style of your document.

6.  Add, delete, or modify 'Invoice Template Merge Fields' as needed.

7.  When you've finished customizing your document,  click "upload" in Rocket Matter.

8.  Choose the file you wish to upload, and click "Next".

8.  Choose the file you wish to upload, and click "Next".

9.  Your newly updated Invoice Template will appear in the display window.

9.  Your newly updated Invoice Template will appear in the display window.

-  We recommend running a Pre-Bill to confirm that your desired edits appear on new Invoices.

 

Also view:

How do I customize my Invoice Template?

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

How do I add a logo to my Invoice Template?

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

How do I use change my default Invoice Template?

 

Need more help?

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