Customizing Invoices

January 30, 2017 no comments

Customizing Invoices

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Judy Linville

Sometimes I want to customize the invoice format for just one client.   Is this possible in Cosmolex?

JD Robinson answered
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    JD Robinson

    Yes. Just pick one of the invoice templates you are not using in CosmoLex and customize it to the specific needs of that client. Our support desk can help you with this. When you go to create a Matter for that client, choose that template from Advanced Settings in the Add Matter screen.

    Hope this helps!

    JD Robinson

    Senior Product Specialist

    JD Robinson answered
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