Rocket Matter Knowledge Base Invoice TemplatesHow to modify my Summary Template.

How to modify my Summary Template.

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

2. Then, select 'Custom Invoice Templates'.

3. Select 'Summary Template'.

4. Download the Summary Template to modify your template using the merge fields provided.

5. Upload the modified template when complete.

6. Select the Invoice Template you wish to upload. Drag and drop or click to browse your files. Then, click 'Next'.