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Managing Invoice Templates in LeanLaw

How to create, manage, and assign LeanLaw invoice templates — including template limits by subscription tier, setting a default template, and assigning templates to specific clients or matters.

LeanLaw's invoice template system lets you create branded, customized PDF invoices tailored to your firm's style and each client's preferences. This article covers how to create, set as default, and assign templates — for the full layout customization guide, see Article 2 in this collection.

 

Template Limits by Subscription Tier

Subscription

Templates Available

Core

1 template

Pro

Up to 3 templates

Elite

Unlimited templates

 

Creating a New Invoice Template

  1. Click the gear icon ⚙️ to open Settings.
  2. In the left menu, scroll to the Invoice Email section.
  3. Click the green + New Template button in the upper right.
  4. Customize the template
  5. Click Save Template at the bottom of the template editor.

 

Setting a Default Template

Your default template is applied to all invoices unless a specific template is assigned to a client or matter. To set a template as default:

  1. Go to Settings → Invoice Email and find your template in the template list.
  2. Click the three-dot menu (⋮) on the far right of the template row.
  3. Select Set as Default.

📋 Note: Only one template can be set as default at a time. When you set a new default, the previous default reverts to a non-default template.

 

Assigning a Template to a Specific Client or Matter

Pro and Elite users can assign non-default templates to individual clients or matters — useful for clients with specific formatting requirements or branding preferences.

  1. Find the client or matter by searching under the Clients or Matters tab.
  2. Open the client or matter and go to the Billing and Rates tab.
  3. Click the Invoice Template field.
  4. Select the desired template from the dropdown.
  5. Click Save.

From this point forward, invoices for this client or matter will use the assigned template instead of the firm default. 

 

Editing an Existing Template

To edit a template after creation:

  1. Go to Settings → Invoice Email.
  2. Find the template in the list and click on it (or use the three-dot menu → Edit).
  3. Make your changes in the template editor.
  4. Click Save Template.

⚠️ Edits apply immediately: Changes to a template take effect on all future invoices that use it — including those assigned to specific clients and matters. Edits do not retroactively change invoices that have already been submitted to QuickBooks.

 

Deleting a Template

To delete a template, open it from Settings → Invoice Email and look for a Delete or Remove option. You cannot delete a template that is currently set as the firm default or assigned to a client or matter — reassign those first before deleting.