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.
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.
Related articles: