Wednesday Wisdom: How to Edit Law Firm Information On Invoice Templates

As firms grow and evolve, their information is likely to change. Rocket Matter makes it easy to edit and update an invoice template with new letterhead information.
First, download the invoice template in the Admin section of Rocket Matter by clicking on ‘Custom Invoice Template’ and then ‘Download Template’.

A Microsoft Word document will automatically download to your computer. Once the file is opened, you will be able to edit the information just like any other text document.

Once the invoice has been updated, save the file to your computer, and upload it to Rocket Matter on the same page it was downloaded from.

It is always a good idea to process a pre-bill to ensure the changes and formatting have been properly updated.

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