When posting a bill in Access Legal Fusion, you have an option to print them to be sent out. You can use multiple templates for use with this system, for example having a client and a third party invoice.
The document is automatically saved onto the server, if you use Access Legal Fusion Case Management you can save it to the out-tray of the respective case.
To create and edit invoice templates, follow the steps in this article.
⚠️Important: To do this, you need to have access to Access to Access Legal Fusion Administrator's Desktop and Microsoft Word.
Access Letters Maintenance
To view a list of your accounts documents:
Click Tools then open Administrator's Desktop.
Double-click Letters Maintenance.
You can create or edit documents from here. To do this, proceed to the relevant section below.
Create a new letter
Click New then select a type of bill template.
Enter a three-character code for this document.
Note: This must be unique.
Enter a display name for the document.
Enter a filename for the document.
Note: This must be unique.
Click OK.
Within Advanced Settings, you can configure the exports to go to the template, and how to print.
Narrative | Add text to each invoice which can be used as an export. |
Exports | Export various database fields into the document. |
Export sections | Build table rows from billable details. For example, time recording lines, expenses, disbursements. |
Printing | Configure how the document prints. |
You can now construct the template in Microsoft Word. Once finished, save and close the document. The template is then available for you in the billing the next time you open Access Legal Fusion.
📌Note: If this is the first bill template you've set up, it enables the Print Bill checkbox on the Bill Posting screen.
Edit an existing template
Select the required letter then click Edit.
To change the document, click Setup Document.
To change the print or export options, click Advanced Settings.
📌Note: This doesn't historically update previously produced invoices.