Flexible Billing Template

The flexible billing template feature allows you to specify exactly what information appears on the invoices you generate. Invoices can include as much or as little detail as you wish, and company letterhead, logos and invoice discounts can easily be incorporated.

To create or edit flexible billing templates:

  • Select the Settings link under the Invoices tab.

 

  • Select Flexible Templates

 

  • Select New Flexible Template.

 

  • Name your new template.

 

  • You can activate or deactivate templates as you wish.

 

  • Provide a brief Description for the template.

 

  • Under Global Settings tab, you can specify which of the following information you want to appear on the invoices you generate:

Balance due is for Included Matter(s)/Project(s) Only
Include Matter ID in Matter/Project Names
Display Currency
Include Total Balance Due on Cover Page and Main Invoice
Combine Entries for Multiple Matters/Projects (Applies to consolidated invoices)

 

  • Under the Footer heading, you can specify which of the following information you want to appear on the invoices you generate:

Invoice Number
Footer Text
Page Number

 

  • Under the Cover Page tab, you can specify which of the following information you want to appear on the cover pages you generate:

Include Cover Page
– Logo
– Logo Position on the Page
Include Firm Address
– Include Firm Name in Address
Include Client Address
– Include Client Name in Address
– Include Client Contact Name in Address
Include Responsible Staff Member
– Label for Responsible Staff Member (i.e. Client Name)
– Append Title to Name
Letterhead
– Letterhead position on Page
Reference
PO Number
Narrative
Date
Invoice Number
Invoice Period
Show Totals
Show Matter/Project Number
Include Matter/Project Names for Consolidated Invoices

 

  • Under the Main Page tab, you can specify which of the following information you want to appear on the main pages you generate:

Logo
Logo Position on the Page
Letterhead
– Letterhead position on Page
Include Firm Address
– Include Firm Name in Address
Include Client Address
– Include Client Name in Address
– Include Client Contact Name in Address
Include Invoice Declaration Text
Date
Invoice Number
Invoice Period
Phone Number
URL
Payment Terms
Reference
PO Number
Invoice Narrative
Include Matter/Project Names for Consolidated Invoices
Tax ID
ARN

 

  • Under the Time tab, you can specify which of the following information you want to appear on the invoices generate:

Staff Member Identifier (i.e. Name Only, Name Plus Title, Initials Only, Initial Plus Title)
Include Time Detail (Option to view as List or Grouped by Task Code)
– Section Title (i.e. Time Details)
Include Time Summary
– Hours
– Rate
– Amount
– Section Title (i.e. Time Summary)
– Group By Staff Member
– Group By Activity
– Group By Staff Member By Activity
– Group By Activity By Staff Member
– Group By Plan Task
– Group By Staff Member By Plan Task
– Group By Plan Task By Staff Member
Date
Staff Member
Activity
Hours
Rate
Description (Notes)
Amount
Plan Task

 

  • Under the Expense tab, you can specify which of the following information you want to appear on the invoices generate:

Include Expense Detail (Option to view as List or Grouped by Task Code)
– Section Title (i.e. Expenses)
Include Expense Summary
– Section Title (i.e. Expense Summary
– Group By Staff Member
– Group By Expense Code
– Group By Staff Member By Expense Code
– Group By Expense Code By Staff Member
– Group By Plan Task
– Group By Staff Member By Plan Task
– Group By Plan Task By Staff Member
Staff Member
Expense Code
Date
Unit Price
Quantity
Description (Notes)
Amount
Plan Task
Attach Receipts to Invoice

 

  • Under the Statement of Account Page tab, you can specify which of the following information you want to appear on the invoices generate:

Include Statement of Account Page
– Copulate Balance Due (either ‘as of the current date’ or ‘as of the current invoice)
Summary
– Include Matter/Project Summer (Automatically Displayed for Trust Replenishment)
– Include Matters/Projects with Zero Balance
– Include Open Invoices and Credits
Matter/Project Details
– Include Transactions
– Include All Transactions in Current Transactions List
– Include Open Invoices and Credits
– Include Zero Balance Invoices and Credits

 

  • Under the Remittance Page tab, you can specify which of the following information you want to appear on the remittance pages you generate:
  • Include Remittance Page
    – Include Remittance Page if Zero Balance Due
    – Include Firm Address
    – Include Client Name in Address
    – Include Client Contact Name in Address
    – Include Current Invoice Only (Total Due may not match Statement of Account)
    – Include Matter Summary (Automatically Displayed for Trust Replenishment)
    – Include Matters with Zero Balance
    – Include Open Invoices and Credits
    – Include Payment Instructions
    – Include Matter Names and Consolidated Invoices

 

Click Save.