Overview
You 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, save commonly used flat-rate charges and import them into an invoice with a single click.
To create a new Saved Charge, you will need to follow the steps below:
Navigate to Settings > Invoice Settings
Click the Create Saved Charges button
Click the + New Saved Charges button
Enter the Description and Amount for the charge
Indicate whether this charge is a Service or Expense
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 automatically increments the invoice number on each new invoice across the entire account.
To enable global invoice numbering, you will need to follow the steps below:
Navigate to Settings > Invoice Settings
Check the box next to Global invoice numbering
If you would like to choose a number from which to increment, enter the number value under Incrementing up from
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:
Navigate to Settings > Invoice Settings
Uncheck the box next to Global invoice numbering
Click the Save Changes button
Set up automatic late fees
In order to set up automatic late fees for your firm's default invoice settings, you will need to follow the steps below:
Navigate to Settings > Invoice Settings
Check the box for the Include Automatic Late Fees & Interest option
Choose whether the late fee will be a Fixed Fee or Percent Interest
Enter the numeric value for the fixed fee or percent interest
If you would like to add add automatic recurring late fees, you will need to follow the steps below:
Activate the slider bar for the Recurring Late Fee option
Enter the frequency in days for which additional late fees will be added
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:
Navigate to Settings > Invoice Settings
Check the box next to Include invoice footer
Enter the text that you would like to appear as your invoice footer
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:
Navigate to Settings > Invoice Settings
Select your preferred color
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:
Navigate to Settings > Invoice Settings
Check the box next to Include firm logo
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:
Navigate to Settings > Invoice Settings
Depending on which fields you wish to hide, check the boxes next to:
Exclude email in the invoice header
Exclude phone in the invoice header
Exclude address in the invoice header
Click the Save Changes button
Show Invoice ID on invoices
If you want to show the invoice ID on all invoices, you will need to follow the steps below:
Navigate to Settings > Invoice Settings
Check the box for Show invoice ID on invoices
Click the Save Changes button
To hide the invoice ID on all invoices, simply uncheck the box for this option.
You can also search for invoices based on invoice ID from the invoice index in DocketWise, making it even easier to locate client invoices.
Show payment description on invoices
If you want to show the payment description for payments on all invoices, you will need to follow the steps below:
Navigate to Settings > Invoice Settings
Check the box for Show invoice ID on invoices
Click the Save Changes button
To hide the payment description for payments on all invoices, simply uncheck the box for this option.
Configure invoice reminder frequency
In DocketWise, you are able to set invoice reminders to automatically send clients a reminder and a copy of the invoice until the balance is paid.
To configure the default invoice reminder frequency, you will need to follow the steps below:
Navigate to Settings > Invoice Settings
Check the box next to Send invoice reminders
Enter the frequency (in days) for how often you would like the reminders to be sent
Click the Save Changes button
Configure automatic invoice due date
With automatic invoice due dates, set all invoices to be due on the 15th of the month, the last day of the month, or the nearest date at creation.
To configure automatic invoice due dates, you will need to follow the steps below:
Navigate to Settings > Invoice Settings
Check the box next to Automatically set invoice due dates to the middle or end of the month
Choose whether the due dates will be for:
The 15th of the month
The last day of the month
The 15th or the last day of the month (whichever is sooner)
Click the Save Changes button
Select a default preparer for invoices
In DocketWise, set a default invoice preparer to be automatically added to each invoice, unless you choose a different preparer when creating it.
To select a default invoice preparer, you will need to follow the steps below:
Navigate to Settings > Invoice Settings
Choose the preparer under the option for Set a default preparer for your firm's invoices
Click the Save Changes button
Enable automatic sending of receipts to clients that pay via the LawPay integration
If the LawPay integration is enabled, you can automatically send payment receipts to clients for transactions made through LawPay.
To enable this option, you will need to follow the steps below:
Navigate to Settings > Invoice Settings
Check the box next to Automatically send clients a receipt when a payment is made via LawPay
Click the Save Changes button