How to set an Invoice Template per Matter
Now Invoice Templates can be allocated for a specific Matter! You no longer need to toggle between Invoice Templates to designate a different Invoice Template for a Matter. After setting a Invoice Template for a Matter, every invoice run for the Matter will use the designated Invoice Template, even if the invoice is run in Batch Billing.
Invoice Templates are stored in the Admin Section, under "Custom Invoice Templates". You can designate an existing Invoice Template per Matter, or you can create a new Invoice Template and upload it for use with your Matter.
If an Invoice Template is not specified for an individual Matter, the "Default Template" displayed in the "Custom invoice Template" section will be used when the invoice is run.
Following are instructions on how to designate an Invoice Template for one specific Matter: