Invoice Narrative Maintenance

The invoice narrative screen is used to edit the standard narratives on job types. These can then be selected within on-screen billing and produced on an invoice document.

• This feature is only available for Fees Word templates.

To access the Invoice Narrative screen:

1. Log into Fees.

2. From the menu, click Options.

3. From the sub-menu, select Documents.

4. Click the Invoice Narratives.

The invoice narrative screen displays.

The following options are available:

Standard narratives

Listed on-screen are the practice job types. To edit a standard narrative:

1. Double-click on the required job type.

2. Type in the narrative within the preview section.

3. Click Update to save the changes.

4. Press F7 to spell check the narrative you have entered.

Related topics

Invoice narratives reference

Setting up standard job narratives

On-screen billing help topic

Using the narrative editor (client)

Using the narrative lookup (client)

Using the narrative editor (job)

Using the narrative lookup (job)