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'.
7. Once completed, the template will be the default Summary Template.
For additional assistance, refer to How to edit and upload Invoice Templates.
- 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]