How to modify my Summary Template.
1. Select 'Tools' from the left-hand navigation panel.
![](https://media.screensteps.com/image_assets/assets/005/008/208/original/f988c9ed-23cb-443c-b25d-60231f4f8fc3.png)
2. Then, select 'Custom Invoice Templates'.
![](https://media.screensteps.com/image_assets/assets/005/008/210/original/62cad351-776d-4040-b6a8-961296ac0156.png)
3. Select 'Summary Template'.
![](https://media.screensteps.com/image_assets/assets/005/008/212/original/f96c1e49-4fe0-4909-9974-f0a06d75646a.png)
4. Download the Summary Template to modify your template using the merge fields provided.
![](https://media.screensteps.com/image_assets/assets/005/008/215/original/2119d69f-1a93-4c4b-97b7-0e7a2748e8d4.png)
5. Upload the modified template when complete.
![](https://media.screensteps.com/image_assets/assets/001/452/306/original/e6667b92-4744-4055-bb45-2f2de70dffb2.png)
6. Select the Invoice Template you wish to upload. Drag and drop or click to browse your files. Then, click 'Next'.
![](https://media.screensteps.com/image_assets/assets/001/452/304/original/75d11eb4-d6dd-4bd1-af5b-5af20936e8f8.png)
7. Once completed, the template will be the default Summary Template.
For additional assistance, refer to How to edit and upload Invoice Templates.
Related articles:
- How do I customize my Invoice Template?
- How do I choose one of Rocket Matter's six preformatted Invoice Templates?
- How do I add a logo to my Invoice Template?
- How do I change the firm name and address on my Invoices?
- How do I use change my default Invoice Template?
Need more help? Contact our Award-Winning Support Team at (888) 432-1529 or[email protected]