Hello dramsey and welcome to the Community Hub. 

You choose the template you want to use for that client on the Client Information | Invoices screen.

You can have more than one template.

Each client can be assigned any template.

If you settle on one (most firms do), then there are ways to export the setting to all existing clients and make it the template that gets assigned to new matters (so you don't have to change it for each new client.)

Nancy Duhon, Esq.
Duhon Technology Solutions, LLC
Master Certified Consultant for Sage Timeslips
Providing individual Consultations and Third Party Remote Desktop Support - including older/unsupported versions.
404-325-9779
[email protected]

Nancy, 

Thank you...!!  

This solves my issue. 

Diane 

Nancy, 

Thank you...!!  

This solves my issue. 

Diane