Rocket Matter Knowledge Base Invoice TemplatesWhat are the three different templates?

What are the three different templates?

Invoice Templates, Summary Templates and Unpaid Invoice Templates can be customized in the Tools section under 'Custom Invoice Templates'.

1. Invoice Template

Rocket Matter offers 6 pre-formatted invoice template. You can use these Invoice Templates 'as-is' or your can download them, customize them, and re-upload them into Rocket Matter to use as your template.

2. Summary Template

While running a batch of bills, you can compile each client's invoices into one document.

You'll have another option to include a client summary page with individual invoice totals and combined total.

See example below:

3. Unpaid Invoice Statement

A Unpaid Invoice Statement displays the client, matter information and the invoice numbers with total amount due. This does not create a new invoice number, just an overview of what's due for all matters. The Unpaid Invoice Statement template can be modified in the 'Custom Invoice Template' section.

Unpaid Invoice Statement's can be ran in batch billing or for a single matter.

See example below: