If your firm operates across multiple offices and you want to manage everything within a single Lawcus account, you can do so by customizing your invoice templates for each office. This allows you to maintain separate branding and billing details while keeping all operations centralized.
Follow the steps below to set this up:
How to Create Office-Specific Invoice Templates
Click on your
Avatarin the top-right cornerSelect
SettingsNavigate to
Billing SettingsGo to
Invoice TemplatesClick on
Add Template
Customizing Your Invoice Template
Once you create a new template, you can tailor it for a specific office. The following elements can be customized:
1. Office-Specific Branding
Upload a
logofor the specific officeEach template can represent a different office location
2. Company Information
You can update the company details within the template without affecting your main firm settings:
Company logoPhone numberAddressEmail addressZIP/postal code
This allows each office to maintain its own identity while using the same Lawcus account.
3. Update Currency in Each Template
You can set different
currenciesfor each invoice template to support multiple office locations.Go to the
Invoice Settingsof the templateSelect and update the
currencyas per your requirement
This allows each office to use its preferred currency within the same Lawcus account.
4. Updating themes of Invoices
You can change the invoice
themesfor each officelike
Pro, Modern or SimpleaccordinglyChange the
colorof the themeClick
Save
5. Additional Information
Add
payment terms(e.g., due upon receipt, net 30)Configure
tax settingsif applicable
6. Invoice & Trust Request Settings
Customize
invoice settingsbased on office needsAdjust
trust request settingsas required
Note: You can set one template as the default, and select or switch to other templates as needed while creating the invoice.