Templates: What is the difference between an Invoice Template, Summary Template and Unpaid Invoice Statement Template?
INVOICE:
Invoice Template: Generates new Invoices and invoice numbers for your Client's bills. Your Matter Ledger and Trust Ledger will reflect these changes.
You can choose from 6 of our standard invoice templates and set as your default invoice template.
![](https://media.screensteps.com/image_assets/assets/007/732/715/original/8e245358-0173-472f-be7a-55fe61e264d4.png)
Or, you can upload your own. If you upload your own, use the Merge Field Cheat Sheet and include all acceptable merge fields.
![](https://media.screensteps.com/image_assets/assets/007/732/717/original/b8b6ad38-db50-418f-82ee-cd84c3c828dc.png)
SUMMARY:
A Summary Template will display a summary of balances for all of the client’s matters, not including the current invoice. A client summary Template will include the cover page (Summary Page) with individual invoice totals and combined totals into one document (PDF).
![](https://media.screensteps.com/image_assets/assets/007/732/719/original/2b751c3a-30e8-4f1a-b160-053c63db06df.png)
This Summary Template option is available only from the batch billing screen. For example, when selecting 'Download Invoice Preview', you'll be prompted with the following to which you can generate a pre-bill, or invoice. You'll need to select 'Compile each client's invoices into one document (PDF only)' in order for the toggle to appear to include the client summary page.
![](https://media.screensteps.com/image_assets/assets/007/732/721/original/8190e6d5-8d6d-466b-879a-15c3074eb17d.png)
![](https://media.screensteps.com/image_assets/assets/007/732/723/original/cf496ea1-005f-41b9-8396-77a8f7b5f2c8.png)
The following Summary Template Merge Fields found on the Merge Field Cheat Sheet are intended to work on the Summary Template only.
![](https://media.screensteps.com/image_assets/assets/007/732/725/original/d8df3317-3e05-403d-a0a9-85557e0f46ab.png)
STATEMENT:
Statement Template: An Unpaid Invoice Statement displays the Client, Matter information, and the Invoice numbers of processed Invoices with the total amount due for all.
This does not create a new invoice or invoice number. It is just an overview of what's due for all matters. The Unpaid Invoice Statement template can be modified in the 'Custom Invoice Template' section.
![](https://media.screensteps.com/image_assets/assets/007/732/727/original/b954ab83-5789-4d2c-a1c5-7549de61c3f6.png)
The following Statement Template Merge Fields found on the Merge Field Cheat Sheet are intended to work on the Statement Template only.
![](https://media.screensteps.com/image_assets/assets/007/732/729/original/fb3412b1-f6ee-4c4b-b279-6291de5c6859.png)
MERGE FIELDS AND UPLOADING TEMPLATES:
If you need further assistance with how to edit merge fields, and upload your templates, please click here!
Need more help? Contact our Award-Winning Support Team at (888) 432-1529 or by email [email protected].