Overview

Your can customize the default invoice settings for every invoice created by your firm by navigating to Settings > Invoice settings. Here, you are able to:


Create saved charges

In Docketwise, you can easily save commonly-used flat rate charges that can then be imported into an invoice with just the click of a button!

To create a new Saved Charge, you will need to follow the steps below:

  1. Navigate to Settings > Invoice Settings

  2. Click the Create Saved Charges button

  3. Click the + New Saved Charges button

  4. Enter the Description and Amount for the charge

  5. Indicate whether this charge is a Service or Expense

  6. Click the Save Charge button

To learn more about importing saved charges into an invoice, you can click here.


Set up global invoice numbering

Global invoice numbering enabled

When enabled, global invoice numbering will cause the invoice number to increment on each subsequent invoice across all of the account's invoices.

To enable global invoice numbering, you will need to follow the steps below:

  1. Navigate to Settings > Invoice Settings

  2. Check the box next to Global invoice numbering

  3. If you would like to choose a number from which to increment, enter the number value under Incrementing up from

  4. Click the Save Changes button

Note: Enabling this will not update invoice that have already been created prior.

Global invoice numbering disabled

When disabled, invoice numbering will increment on a per-client basis.

To disable global invoice numbering, you will need to follow the steps below:

  1. Navigate to Settings > Invoice Settings

  2. Uncheck the box next to Global invoice numbering

  3. Click the Save Changes button


Customize your invoice display

Include an invoice footer

To enable and set a default footer for your invoices, you will need to follow the steps below:

  1. Navigate to Settings > Invoice Settings

  2. Check the box next to Include invoice footer

  3. Enter the text that you would like to appear as your invoice footer

  4. Click the Save Changes button


Set an invoice color scheme

To select your account's invoice color scheme, you will need to follow the steps below:

  1. Navigate to Settings > Invoice Settings

  2. Select your preferred color

  3. Click the Save Changes button

These color scheme will be applied to:

  • The Business' name

  • The Matter associated

  • The Outstanding Balance


Include your firm's logo

If you have not already uploaded your logo, you will need to upload this first under Settings > Logo

Once your have uploaded your logo, you will need to follow the steps below for it to appear on your invoices:

  1. Navigate to Settings > Invoice Settings

  2. Check the box next to Include firm logo

  3. Click the Save Changes button


Hide your email/phone number/address address in the invoice header

To hide your email/phone number/address address in the invoice header, you will need to follow the steps below:

  1. Navigate to Settings > Invoice Settings

  2. Depending on which fields you wish to hide, check the boxes next to:

    1. Exclude email in the invoice header

    2. Exclude phone in the invoice header

    3. Exclude address in the invoice header

  3. Click the Save Changes button


Configure invoice reminder frequency

In Docketwise, you are able to set invoice reminders, which will send your client a reminder and copy of the invoice until the outstanding balance is paid.

To set up a default invoice reminder frequency, you will need to follow the steps below:

  1. Navigate to Settings > Invoice Settings

  2. Check the box next to Send invoice reminders

  3. Enter the frequency (in days) for how often you would like the reminders to be sent

  4. Click the Save Changes button


Select a default preparer for invoices

In Docketwise, you are select a default invoice preparer, which will automatically be populated as the preparer of an invoice, unless otherwise specified when creating an invoice.

To select a default invoice preparer, you will need to follow the steps below:

  1. Navigate to Settings > Invoice Settings

  2. Choose the preparer under the option for Set a default preparer for your firm's invoices

  3. Click the Save Changes button


Enable automatic sending of receipts to clients that pay via the LawPay integration

If you have the LawPay integration activated, you are able to choose to automatically send receipts of payments made via the LawPay integration to the client.

To enable this option, you will need to follow the steps below:

  1. Navigate to Settings > Invoice Settings

  2. Check the box next to Automatically send clients a receipt when a payment is made via LawPay

  3. Click the Save Changes button

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