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Is there a way to change the name format on invoices exclusively?
Is there a way to change the name format on invoices exclusively?

Change Matter name format on the invoice.

Maninder Kaur avatar
Written by Maninder Kaur
Updated over a year ago

We offer options to choose from when it comes to the name format on the invoice. You can select the one that suits you the best. However, please note that the name format on the invoices cannot be edited once it has been selected.

We have three matter formats available on the invoice:

  • Matter Name

  • Matter Number

  • Matter Name (Matter Number)

Note: You can manage "Matter Name Format" while editing the invoice templates.

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