Nicole Wilson (Customer) asked a question.
How do I modify our tax invoice header?
Due to staffing changes we need to make amendments to our Word tax invoice header. I have asked LEAP for assistance more than once and have received no answers. I was provided with a link to some instructions however do not have a 'forms & templates' tab as the instructions suggest we should. Needing to update the Word invoice that is generated from the create invoice window (send invoice to Word option). Any ideas?
Hi Nicole. Open up any matter and click on "Guides and Precedents". Normally you'll find the Wordbill / Invoice templates under this folder down the left:
Practice Management - Accounting - Accounting;
otherwise you can search for your invoice template at the top of the Guides and Precedents window too.
Right click on the invoice template and "edit precedent" will get you where you need to be!