The choice of language that appears on Client invoices is a necessary part of your firm’s brand and how your clients perceive you and your firm. That’s why on this week’s Tip of the Week we want to help you make sure the narratives on your invoices are consistent and clear.
TimeSolv gives you maximum flexibility when it comes time to create the language of your invoice. You can set up global narratives that will become the default language on your invoices. Simply head under Clients>Settings>Invoice Settings and scroll to the bottom of the screen to the ‘Invoice Narratives‘ section. You’ll see all the options for what appears on the invoice including the cover page narrative, invoice narrative, invoice footer text, the invoice email message (the main body of the email text), statement email message, and finally any payment instructions you may want to include.
You may want to customize the narratives by the Client or even a Matter. You can override the global Invoice Narratives under Clients>Clients & Matters>[Client or Matter name]>Invoice Settings tab. What’s more, users can even customize individual invoices if needed. When you edit a draft invoice, you’ll see the Narratives tab where you can do a final override of anything you’ve set at the Client, Matter, or global level.
If you’d like to contact TimeSolv support for help, please call 1.800.715.1284 or schedule a FREE 30-minute session now!