How is an invoice template assigned to an invoice?

The invoice template contains layout information for the top and bottom of the page, including a logo and legal notices.

When an invoice is created, the template is inherited from the matter. When a matter is created, the template prefilled in the Billing tab of the new matter is inherited from the company.

If the template shown on an invoice is not suitable, it must be changed on the relevant invoices, whether they are still to be validated or already validated. You can select invoices and modify this information in bulk using the "Edit" button.

If you want to associate some invoices with a template on a one-off basis, you can edit them directly. If you also want changes to apply to future invoice preparations, also modify the templates indicated in your matters via « Clients / Matters > Bulk matter modification », and in « Configuration > Companies ».