As a law firm, it's essential to present your clients with professional invoices that reflect your brand image. Lawcus makes it easy to customize your invoices to your exact specifications and save them as templates, streamlining the invoicing process and saving you time.
Remember, you can always change the template for an invoice at any time by clicking on the Edit option. This flexibility allows you to experiment with different designs or adapt to evolving branding strategies.
Steps to Create Custom Invoice Templates
Click on your
User Avatarin the top-right corner, then selectSettings.From there, click on
Bill Settingsand thenInvoice Templates.Finally, click on
Add Templateto create your new invoice template.
Once you have completed all the required edits, click on the
Template Namefield and add the desired name.
Click on
Saveto wrap up the process.
To make the template the default, click the
Is Defaulttoggle.Click on
Cancelto not to save the template.Click on
Removeto delete saved templates.
Custom Template Settings
Invoice Theme
In Lawcus, invoice themes are pre-designed layouts that let you customize the look of your invoices to match your brand or personal style. Lawcus offers three themes—Simple, Modern, and Pro—each with a unique aesthetic:
Simple Theme: Clean and minimalistic, emphasizing essential details. Ideal for a clear, no-frills professional look.
Modern Theme: Sleek and contemporary, with stylish typography. Perfect for a fresh, modern brand image.
Pro Theme: Formal and traditional, with classic fonts and structured layouts. Suited for law firms, financial institutions, and businesses seeking a polished, professional appearance.
You can look over each invoice theme option to see which one works best for you. We recommend the Pro theme for its professional and elegant appearance.
Theme Color
Select a theme or accent color that looks good and complements your law firm's logo or branding color. If you don't have any suitable options, you can use a search engine to find color codes that match your preferences better. Copy such codes and paste them for quick selection.
Invoice Setting - Select the Currency
The Invoice Settings section within template customization includes an option to select your desired currency from a comprehensive list of available currencies. When a user selects a particular template, the pre-set default currency for that template will automatically be applied.
Default due date
Specify the default payment period for clients to pay the entire invoice amount before it becomes overdue.
Billed to
Under this section, you can customize the text labels on your invoice and also opt to show those labels on Invoices if required. You can manage labels for the following:
Billed to
Amount due
Total amount due
Matter label
Matter Name
Invoice Number
Issue Date
Due Date
Apart from that, you can also include the client's email address.
Company information
You can control which aspects of your law firm's details appear on the invoice by checking or unchecking relevant check boxes. By default, all checkboxes are checked. Additionally, you can customize each invoice template with your company logo, address, etc. This feature is handy if you have multiple office locations, as you can customize the templates accordingly to bill your clients accurately. Following are the areas you can customize here:
Logo
Company Name
Company Phone
Company Street
Company City
Company State
Company Zip
Company Country
Flat fees
In the flat fees section, you can edit or remove labels to show only the necessary details by checking the box and eliminating what you don't want to display. The following are the details you can customize here;
Flat fees label
Date Table label
User table
Description table
Amount table
Discount label
Flat fees total label
Nonbillable items
Time entries
In the time entries section, you can modify & customize the label texts and choose whether to display such field.
It allows you to customize the same fields as Flat fees.
Expenses
Like time entries, in this section, you can modify & customize the label texts and choose whether to display such field.
It allows you to customize the same fields as Flat fees & Time Entries.
Other info
This section allows you to display and edit additional labels on the invoice. Also, it gives you the flexibility to decide what info to be displayed on the invoices simply by selecting the checkbox. Following are the fields managed here:
Subtotal
Lines Discount
Discount label
Total label
Amount paid
Amount due
Terms
Default terms and note
If you wish to include terms, conditions, or any other relevant notes on your invoice, you can do so in this section. By default, these fields are disabled and only appear once you enter the content. This allows you to customize the invoice to your liking and include any necessary information for your clients.
Statement of accounts
This section allows you to customize your invoice template by editing the labels or checking the respective checkboxes to choose which labels to display for accounts. Here are the fields you can customize;
Outstanding invoices
Outstanding invoices grouping by matter or client
Trust balance
Credit Balance
Number label
Due date
Amount
Payments
Balance
Payments Summary
This section is enabled by default to provide a summary of the amount due for the current invoice. However, if you don't need this feature, you can uncheck the box to disable it. You can also edit the labels related to payments here;
Payments summary label
Date
Source
Amount
Trust Requests settings
In this section, you can add or edit your invoice's credit and trust request labels, including deciding what labels to display. The following fields are managed here;
Trust request label
Credit request label
Description column
Date column
Total
Aggregation Settings
You can also set the aggregation default at the template level such as:
All Details: Each activity within the specified date range is listed individually.
Activity Summary: A summary that presents all activities into a single line item for each activity category.
Activity Summary & All Details: Activities are summarised into single line item with detailed information for each activity provided on the last page.
Aggregate All: Combines all activity into a single line item.
Default Tax Settings
You can decide the default taxes applicable and apply them to the templates to automate them when creating a new invoice using such templates. You can choose both Primary and secondary Taxes here.
FAQ Section
FAQ1: What is the font used in invoices?
Answer: We use Roboto font from Google.
FAQ2: How do I customize the language on my invoice?
Answer: When customizing your invoice templates, you can easily adjust the language by using the localization feature. This allows you to add or edit field labels in your preferred language. Simply update.
FAQ3: Can I change the matter name format on invoices?
Answer: Yes, you can choose from three matter name formats for your invoices based on your needs: Matter Name, Matter Number, and Matter Name (Matter Number). Once selected, the format cannot be changed for existing invoices, so be sure to pick the one that works best for you.
FAQ4: Can I put two billing addresses or contacts on an invoice?
Answer: We don't currently have this functionality. An invoice can only be associated with one client and one matter at a time.
FAQ5: Can I place my firm letterhead on an invoice?
Answer: Customizing the invoice template in Lawcus is possible. However, currently, we do not have the feature to use the firm's letterhead.