Collaborate on Invoice Statement Template for Legal with Ease Using airSlate SignNow

Invoice statement template for Legal

hi so here is a video on customizing leap invoices so there's a couple things that you're going to want to check first um before you do anything at all you first actually I'm going to close my face so you can uh see the settings here you're going to want to go to your settings um and then not firm details on the main menu but under application settings there's also a firm details and I will show you where that is as soon as it loads uh right here firm details you're going to want to make sure that nothing um is set here no logo uploaded no custom header no anything like that these will actually override um the word precedence for invoices and it will just automatically print um directly as a PDF in your browser so you want to make sure that all of these things are completely off just unchecked nothing uploaded if you did upload when for just hit the X to delete it and then hit save um in this case it's there's nothing there to save but that's your first step um the second thing you're going to do is under accounting layout you are going to create uh whatever sort of layout that you want your uh invoice to appear as so here's kind of what they call the standard layout um which has one section for time and fee entries and one section for all your expense recoveries essentially you can edit these by um checking off what you want in each um item and then you in this case I'm just going to leave this one as is and you can also by just clicking on it have more options here for which columns appear so I Believe by default it's description cost um we're going to put amount we're not going to have tax here because it's going to be in the summary at the bottom but you can turn it on so descriptions cost uh amount excluding tax you can you can put whatever columns you actually wanted to include um there's quite a few options and I'm going to save that and I'm going to go under here and I'm going to put on descriptions uh dispersement amount student taxs and it should be fine we'll leave it and see what it looks like but you can you can play around with it I would not recommend playing around with the actual default one um but you can create a new one and kind of go from scratch and then if you like it you can rightclick oh right cck um um you can click on it and then check off whether that one's the default one um and then whether or not includes a feed summary which you usually want but if for example if you wanted a separate section where you have your time and fee entries your dispersements and then anticipated expenses as like third item um you could add extra sections or you could have your you know just one section for everything it's completely up to you so that's how you set uh when we go to the invoice there you'll notice the invoice prints a table this is what sets your table formatting essentially uh so that's step two step one making sure there's nothing under your firm details step two choosing what you want your table layout to look like under invoice layout and step three is is going to be editing your word precedent so accept that if you go to details and correspondence forms and preceden and under practice management accounting you will see um there are a lot of different invoice templates there is um what a whole bunch for province there is just one regular one called invoice invoice with trust statement so I've already edited this one to look pretty so what I'm going to do now is I'm going to edit invoice with uh trusting if you're worried that you might accidentally mess it up uh you have two options one you can always see the history of changes and reverts to an old version um the other option is that you can duplicate um a precedent or duplicate and rename and edit the duplicated version so that you always have the original one um in this case I'm just going to edit it directly but you could always um you know duplicate it rename it with your firm's name or however you want to call it and then edit it from there I'm just going to give it a minute to [Music] load we're just going to pause it l loads okay so this is what this one looks like by default it's it's all right it's kind of basic um it has a little placeholder for the invoice sections that's the table that's going to appear I'll print a test one um so you can see what that looks like but um otherwise fairly simple what I am going to do is I am going to uh put in my header put in my footer um and then update the uh the formatting like with my colors and stuff for example I'll change the color of that line and change the color of the table so because I already have my header from somewhere else I'm just copying and pasting the components you might want to be more particular about the alignment um because I'm pretty much just doing this really quickly to show you I'm not paying that close of attention just kind of dragging them so they look good but if you have an actual um like head and photo that you like you might want to change it in this case um you know has the date printed it has the invoice number that's Auto populating if you wanted a footer that has your firm's information in here you can um like your regular footer it's totally up to you there you can also choose under header and footer whether you want a different header for separate page like the first page versus the second and onward um you know all the usual word formatting so that's the first thing is you can put your header and footer in there um you can see there's merge Fields so in this case it's got my firm's contact details because I don't have them in right now I just between them um they're not in there but actually just for the sake of showing you [Music] um I'm going to go back to my settings and my firm details and I'm going to put them in so you can see what that looks like to update them so this is not my actual address um but you get the idea I don't have like a lding number or anything else because I'm not a lawyer but that's good enough for now um so when I go back in here I'm just going to hit update and now you can see uh I have my firm details in here and I can see what that looks like you can change the font you can change anything else you can insert this is not really a tutorial on it like too much Advanced presidence but you can insert any kind of uh fields that you want um for example I have due date here already but if I want to Due Date somewhere else I can put in due date you can also um toggle the field so you can see where all the field um inputs are all the merge Fields um what else can you do you can see that a lot of the formatting is done by tables so you can also adjust the tables adjust the formatting um however you want to make it look pretty um you can completely do just don't touch those invoice sections the other thing I'm going to do is uh that that border here I'm going to change uh you can do that just by highlighting somewhere and right clicking depending on you know what you need to do to get the formatting up and I'm going to hit the border and I already set the border which is why it's uh defaulting to my color but you just go to borders and shading you know choose your color in this case I use my Brand's hex code I put it in here um that's just by going color and then more colors if you happen to know it if you don't um you can always reach out to me to help there's uh the width you know anything that you want to do and now it's going to update that border that line is a border for invoice sections you can see because this is the trust account statement has it down here it's kind of an ugly blue so I'm going to go to table design okay maybe it's not an ugly blue but it's not my blue um and then up here we have one called the leap word build table style I'm going to right click it and hit modify table Styles and you can modify all sorts of things about it but in particular the header row is that thing that's blue and I don't want it that color I want it my color so I'm just going to go paste my uh hex code here hit enter and now the uh the table when it fills in here is going to be that nicer color and I'm just going to manually do it um for this one fact I can just choose choose that so basically do whatever it is that you want to do to make it uh pretty you could also if there was additional uh trust information you wanted to include as kind of fields right here you can see there's rpt deposit it as a field there's the rpt balance so there's the Trust balance trust deposits withdrawals descriptions Etc transfers table um it's a repeating section so again that's a bit more advanced but if you wanted something at the end that was like a summary you could say like total paid total protected total before tax adjustments trust apply like kind of whatever you wanted um to put in there as a field you can uh you can put extra fields in there if you want but I think it looks pretty good um I like everything about it I mean you can also you know change the font maybe I don't want whatever this is aiel I want cbri um that'll change it in here if you want it to change uh throughout if you just um is it there is design there is um you know you can save as a new style this document there's uh different places that you can up but anyway for now I think about Styles normal and then you can apply Styles you can kind of style there's different things you can do if you want you know to be pretty but for now this is looking good looking what I want so of course what you are going to want to do is save and close it's going to ask you reason for change I'm just going to say chops branding tutorial hit okay it's going to save and close and then now you can go in and um you can print an invo so I don't this uh this matter doesn't have any trust activity on there so I'm going to open a new B matter um just to show you uh what that will look like so I'm going to i' got a draft invo here second print um and then when I hit print it you can kind of choose which one you want I believe I did invoice with trust statement was one I just updated but I mean you can update and print whichever ones you want and now it is really pretty it's got my case my dispersements with the columns description cost tax oh um one thing to note is if you uh you have to create new invoices after you change the formatting once you create an invoice it's going to have the columns from the old layout uh so this was the layout before and I removed the tax column so what I will want to do is uh Delete the invoice again just create a new invoice and now it will have done it um based on the change settings so if you create an invoice then you change the layout you'll need to delete the invoice and then uh create it again for the new layout to take place that makes [Music] sense so now I have my invoice with trust statement um and you can see the tax column is what I like to do just so it's like nice is I mean I was just playing around so I'm always changing it but if you have the same number of columns or if you have the same columns for each one then they're going to line up nicely like if I have description and dispersements toggled on your case even though dispersements will be kind of zero for the time and fee entries um it just looks nicer right and then cost and amount but that's uh that's completely optional anyway um then you can see here it has the trust statement um on second page so hopefully that is everything you've ever wanted to know about uh creating invoices I just want to show you what like one looks like that's not pretty or what a default one looks like I don't want to say it's not pretty maybe just what the default um version looks like it's uh not going to have my branding or my header it's going to have the blue it's not bad it's just not customized and branded and freey