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This page gives some help for how to activate and use our invoice styles.
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Click on the links below to jump to a section.
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When you have an invoice that has been confirmed (or posted), you will have the following options available from the drop down menu of the Print Tax Invoice button.
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Detail / Full Detail
The Detail invoice layout will show the invoice with all the details on the front page. This is great for invoices that do not have many lines or are ‘one pagers’.
The Full Detail layout is the same as the Detail but also includes the Trust Statement at the end of the invoice.
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Summary / Summary and Trust
The Summary invoice layout can be used to give a summary of the invoice but does not show any of the line by line detail. It will show 1 line for each of the following sections: professional fees, disbursement and office recoveries.
The Summary and Trust has the same front Summary page also includes the detail of the invoice on the second page and includes a Trust Statement at the end of the invoice.
BUT SAY Invoice
There are two different layouts for the But Say Invoice, a suppressed version and non suppressed which shows the detail of the discount lines.
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Step 3: Once you are happy with your Invoice, save and confirm it.
Step 4: Print the invoice using the But Say Invoice Layout from your drop down list. The suppressed But Say Invoice is loaded by default but we can change it if required.
See Examples below for the Suppressed and Non-Suppressed versions.
Non-Suppressed But Say Invoice
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Suppressed But Say Invoice Layout
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Customer Memo Block Text Invoice
At the time of billing, if you wanted to write out a block of text to use instead of the individual line items, you can use the Customer Memo and our customised Invoice Memo Only layout to do this.
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Step 4: Print the invoice using the customised Invoice Memo Only Layout (This is not enabled by Default, please contact the HelpDesk to assign this to your Invoice list)
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Step 5: Send out your Invoice!
Customised Invoices
If there is a change you want made to customise your Invoice, please contact the Wise Owl Legal HelpDesk and we will endeavour to work with you to update your invoice to your specifications.
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