How do I change my default Invoice Template?

You can change your default Invoice Template to any Invoice Template stored in your 'Custom Invoice Template' section. Your 'default' template will be the template used to invoice all matters, by default. If your account does not already house the Invoice Template that you want to apply as default, create another Invoice Template, and upload it to your Rocket Matter account.

1. Select 'Tools' from the left-hand navigation panel.

2. Then, select 'Custom Invoice Templates'.

3. Select the 'Default Template' drop-down menu.

4. Choose your desired template from the list of stored templates in your account.

Your default template will display.  

Invoice Templates can be set up on a Matter-by-Matter basis! Matter level configurations will supercede the default setting. To learn how, see How to set an Invoice Template per Matter.

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