Segregating timekeepers on invoices




  • Official comment
    Patrick Vernallis

    Hello Brad and Elizabeth!

    It is possible to include a breakdown of the per-timekeeper subtotals on an invoice. To enable this setting you will need to edit your invoice template. Please see the following steps:

    1. Top right, click your name and select Settings.
    2. Click on the Invoice Setup tab.
    3. Click the pen/pad icon along the right-side of the page for the desired template.
    4. Scroll down to the section for Invoice Add-ons and enable the setting labeled "Attach User Hours Summary"
      **If you have multiple matters on a single invoice, the breakdown of per-timekeeper subtotals can be grouped by-matter.
    5. Click the Save button.

    For more information about how to edit your invoice template, please see this Support article: 


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    Elizabeth Breakstone

    I agree! 

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