Open the matter.

Make sure you're on the Details & Correspondence tab.

Click Forms & Precedents.

The Forms & Precedents will open in a new window.

Make sure you're on the Browse tab.

Navigate to Practice Management > Accounting > Accounting folder on the left-hand side.

Alternatively, you may search for your Invoice template precedent using the Search precedents field. Try using keywords such as "wordbill", "invoice", or "bill" to help locate the correct document.

Right-click the Invoice template and select Edit Precedent.

The Invoice template will open in Microsoft Word.

Make the necessary changes as desired.

Click Save & Close and provide Reason for Change.

Open the matter.

Make sure you're on the Details & Correspondence tab.

Click Forms & Precedents.

The Forms & Precedents will open in a new window.

Make sure you're on the Browse tab.

Navigate to Practice Management > Accounting > Accounting folder on the left-hand side.

Alternatively, you may search for your Invoice precedent using the Search precedents field.

Select your invoice of choice.

Right-click and click Change > Precedent's Class > Invoice.

In order to set a specific invoice as default, you would have to make sure every other precedent's class in this folder is set to None. If there are multiple invoices with a class of invoice, it will ask you to choose between those options every time.

With the Invoice template precedent opened in Modify Mode, from the LEAP tab, click Insert in Invoice section.

The LEAP Insert Fields window will appear on the right-hand side of the document.

By default, the drop-down list should automatically select Invoice template.

If not, click the drop-down list and select Invoice template.

Place the cursor in the precedent where you wish to insert the field and click to position it.

Select a field and click Insert.

With the Invoice template precedent opened in Modify Mode, click the Home tab.

Find and right-click the Normal style in Styles section.

Select Modify.

The Modify Style will open in a new window.

Select the font, font size, colour and other formatting for the Normal style.

Click OK.

Select the desired table within the Invoice Sections placeholder.

Click the Table Design tab.

Click the second drop-down arrow to expand the Table Styles list.

Find and right-click the LEAPWordbillTableStyle and select Modify Table Style.

The Modify Style window will open.

Select the area of the table you wish to format e.g. Whole table or Header row from the Apply formatting to drop-down list.

Make the necessary changes for the border and shading.

Click OK.