Absolutely! We recognize the need for consistency across all touchpoints to make Clients feel more confident and comfortable with your firm's branding.
- Select Firm Settings from the drop-down menu beside your avatar.
- Then select Billing & Accounting in the menu bar and select Invoice Customization from the expanded menu.
Under the General Settings tab you can upload your logo, select fonts and customize colors.
- Choose which sections of the invoices you would like to make visible by selecting the checkboxes.
- Under the Templates tab you can select + from the action bar to create a new template or select the edit icon to the right of an existing templates to update it. For example, scroll down to the Line Items and select a checkbox beside an item to make it visible.