Different Invoice Layouts

At Wise Owl Legal, we are keen to ensure that you are able to have your Invoice styling in the way that you want it.

This page gives some help for how to activate and use our invoice styles. Click on the links below to jump to a section.

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.

Open

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.

Open

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. 

The default layout is the Non-Suppressed version. Should you wish to use the Suppressed version, please contact the Wise Owl Legal HelpDesk.

Your But Say Invoice can be accessed when printing an Invoice using the 'But Say' layout. 

Step 1: Create your invoice as normal via the 'New Invoice' function

Step 2: Enter a new line on your invoice to the Fee Earner/s you are discounting that has a quantity of 1 and a negative rate to bring your Invoice Total down to the amount you wish to bill the client for.

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

Suppressed But Say Invoice Layout

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.

Step 1: Create your invoice as normal via the 'New Invoice' function

Step 2: Write out your text in the Memo Section of this invoice. You have the option to open the Memo field larger if you would like to review your formatting in Detail.

Step 3: Once you have finalised what you want to say in the Memo field, save and confirm the invoice as normal

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)

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.