In some cases, selecting the <None> option for the Invoice Cover Letter may allow you to access to the legacy Invoice Template Builder.

To access the Invoice Template Builder:

The following sections can be styled and updated to match your preferences:

• Template name - Provide a name for the invoice template. You can also rename existing invoice templates.
• Styles - Select font name and size from the dropdown menu.
• Header - Upload or drag and drop your firm logo.
• Arrangement - Select the arrangement for the placement sections in the invoice. (As illustrated by the small thumbnails).
• Sections - Select the relevant sections you want to include/exclude on this invoice template:
  
  • Firm Name
  • Firm Address
  • Firm NZBN
  • Logo
  • Balance Due
  • Invoice Number
  • Invoice To
  • Date – Invoice Date
  • Date - Due Date
  • Matter – Matter information including matter number and matter type.
  • Staff – List staff roles to display.
  • Invoice Items – Professional Fees and Disbursements table.
    • Instructions on editing the Fees layout section for the Professional Fees and Disbursements can be found here.
  • Invoice Notice – Set custom notices in Application Settings > Accounting > Notices.

• For instance, clicking on the pencil icon next to the Firm's Address will open up a customisation window where you can update the address.

• Or to update the Invoice Total Labels click on the pencil icon next to the total amount and update the labels, e.g replace Tax label with GST.

Apply your changes.

After you've made the necessary amendments to your Invoice Template, click on Save & Close to return to the main window.

Clicking the ellipsis icon next to your template will display additional features such as:

• Set As Default - To set a new invoice template as default, click the ellipsis icon next to the relevant invoice template and select Set to Default. 
• Archive - You can archive outdated invoice templates that are no longer required. Archiving will remove the template from the Active Template list. To archive a template, click the ellipsis icon next to the name of the relevant template and select Archive.

• Duplicate - You can duplicate similar invoice templates rather than creating a new one from scratch. Select the ellipsis icon next to the name of the relevant template and select Duplicate.
• Rename - To rename an Invoice Template, click the ellipsis icon next to the name of the relevant template and select Rename. Update the name of the template and hit Enter on your keyboard.