Invoice presentation is managed in the Invoice Presentation settings in LeanLaw and in the Custom Form Templates in QuickBooks Online. Here is how to update this setting in LeanLaw.
1. Go to Settings, then select Invoice Presentation
In the Invoice Presentation settings in LeanLaw, you will a list of descriptions, summaries, structure, and custom invoice field options that you can choose to add to or omit from your invoice templates. When you change a setting, you will see the change in the effect in the preview on the right as shown in the GIF below.
At the top of the Invoice Presentation Settings page on the right-hand side, you'll see a QuickBooks Custom Form Styles button. This will take you to the firm's Custom Form settings in QuickBooks, where much of the invoice template creation process takes place.
Check out this article from QuickBooks for step-by-step instructions on creating and editing custom forms from within QuickBooks Online.
If you are interested in seeing some examples of custom invoices created with QuickBooks, read on here.
Continue reading to see how you can customize your Invoice Presentation in LeanLaw.
Sub-Headers
If you enable this setting, you should go to QuickBooks and modify the custom form style to not include the product/service designation on invoices.
Date in Invoice Description
If you enable this setting, you should go to QuickBooks and modify the custom form style to not include the date column on invoices.
Matter Name in Address
If you enable this setting, the Matter Name will appear in the address block.
Custom Invoice Fields
To add matter names or ids to invoices you must define one or more "Custom Fields" in QuickBooks. (Note that this is only available in QuickBooks Essentials and Plus.) To learn more on how to map custom invoice fields, check out this article.
Invoice Dates
We recommend using the last day of the billing period as your default invoice date because reports reflecting "Billed Revenue" will report invoice amounts based on invoice date. Using the last day of the billing period will ensure the billed revenue is accounted for in the month where the work is completed. However, you do also have the option of setting this default to the date the invoice is created by selecting When Invoice was Created.
2. Save Changes
Once you've adjusted your Invoice Presentation settings in LeanLaw, click on the green Save Settings button to save your work. Invoices will now match the presentation options you selected.
