Invoice Stock Templates (US)
Overview
Efimis includes six out-of-the-box (stock) invoice templates designed specifically for the US legal market.
The templates support both taxable and non-taxable billing, as well as itemized and non-itemized layouts. They also support invoices funded by General Retainer, Trust, or a combination of both, allowing retained funds to be displayed clearly on the invoice.
All templates include US-specific formatting, terminology and banking information by default.
ℹ️ Feature Availability US Invoice Templates are available in US environments and are designed specifically for firms operating in the United States.
Benefits
The US invoice templates provide:
- Six professionally designed invoice layouts
- Support for taxable and non-taxable invoices
- Itemized and summary invoice options
- Support for General Retainer and Trust funding
- US regional formatting and terminology
- Configurable banking details and firm notification text
- Automatic calculation of invoice totals and deductions
Available Invoice Templates
Efimis provides the following standard templates.
| Template | Description |
|---|---|
| Invoice – No Tax Non-Itemized | Summary invoice without sales tax or itemized billing. |
| Invoice – No Tax Itemized | Itemized invoice without sales tax. |
| Invoice – But Say No Tax Itemized | Itemized invoice without sales tax showing original and adjusted fee values. |
| Invoice – Non-Itemized | Summary invoice including sales tax. |
| Invoice – Itemized | Itemized invoice including sales tax. |
| Invoice – But Say Itemized | Itemized tax invoice showing original values, adjustments and sales tax. |
Template Content
Depending on the selected template, different information is displayed.
| Information | Included In |
|---|---|
| Work Date | All templates |
| Description | All templates |
| Fee Earner (Author) | Itemized templates |
| Hours | Itemized templates |
| Amount | All templates |
| Original Amount | But Say templates |
| Sales Tax | Tax templates |
| Category Totals | All templates |
| Adjusted Fees | But Say templates |
| Total Sales Tax | Tax templates |
| Total Amount | All templates |
| Less Amount to be Transferred from General Retainer | All templates |
| Less Amount to be Transferred from Trust | All templates |
| Less Amount Paid | All templates |
| Invoice Balance | All templates |
| Itemized Breakdown | Itemized templates |
General Retainer and Trust Funding
US invoice templates support invoices funded from:
- General Retainer
- Trust
- Both General Retainer and Trust
Where both funding sources are used, invoices display them separately in the following order:
- Less Amount to be Transferred from General Retainer
- Less Amount to be Transferred from Trust
This provides a clear audit trail showing how retained funds have been applied to the invoice.
A single invoice can include deductions from both General Retainer and Trust.
Both deductions are displayed only when applicable. If both are applied, General Retainer is always listed before Trust
Invoice Totals
Invoice totals are calculated automatically based on the selected template and invoice content.
Depending on the template, invoices may display:
- Fees
- Costs
- Sales Tax
- Total Amount
- General Retainer deductions
- Trust deductions
- Payments received
- Remaining Invoice Balance
Only information relevant to the selected invoice template is displayed.
Example
| Component | Amount |
|---|---|
| Fees | $1,000.00 |
| Costs | $100.00 |
| Sales Tax | $100.00 |
| Total Amount | $1,200.00 |
| Less Amount to be Transferred from Trust | $(200.00) |
| Invoice Balance | $1,000.00 |
Itemized Templates
Itemized templates provide additional detail for each billed item.
Depending on the selected template, this may include:
- Work Date
- Description
- Fee Earner
- Hours
- Amount
- Original Amount
- Sales Tax
These templates provide greater transparency for clients who require detailed billing information.
But Say Templates
The But Say templates display both the original value of work and the final billed amount after billing adjustments.
These templates include:
- Original Amount
- Write Ups/Write Downs
- Final billed value
This allows clients to clearly see where work has been discounted or written down before billing.
US Regionalization
All US invoice templates include US-specific formatting and terminology.
Date Format
All dates are displayed using:
MM/DD/YYYY
Banking Details
Australian banking information has been replaced with US banking details.
Templates display:
- Routing Number
- Account Number
These values are configurable for each firm.
Terminology
US terminology is used throughout the templates.
| Previous | US Terminology |
|---|---|
| Cheque | Check |
Online Payments
US invoice templates do not include the credit card payment section used on Australian invoice templates.
Instead, US firms are expected to use their configured online payment solution.
Document Titles
The document title varies depending on the selected template.
| Template Type | Document Title |
|---|---|
| Non-Tax Templates | INVOICE |
| Tax Templates | TAX INVOICE |
Firm Configuration
| Setting | Description |
|---|---|
| Routing Number | Displays the firm's routing number on invoices. |
| Account Number | Displays the firm's bank account number on invoices. |
| Notification of Your Rights | Firm-specific notification text displayed on invoices. |
| Invoice Template | Determines which US invoice layout is used. |
Key Behavior
| Behavior | Description |
|---|---|
| Stock Templates | Six US invoice templates are provided out of the box. |
| Tax Support | Tax and non-tax templates are available. |
| Layout Options | Itemized and non-itemized templates are available. |
| But Say Templates | Display original values and billing adjustments. |
| General Retainer | Displayed on all templates where applicable. |
| Trust | Displayed on all templates where applicable. |
| Split Funding | General Retainer and Trust can both be applied to the same invoice. |
| Funding Order | General Retainer is always displayed before Trust. |
| Invoice Totals | Calculated automatically from invoice content. |
| US Date Format | Uses MM/DD/YYYY. |
| US Banking | Displays Routing Number and Account Number. |
| US Terminology | Uses US-specific wording such as Check. |
| Credit Card Section | Removed from all US templates. |
Best Practices
- Select the invoice template that best suits your client's billing requirements.
- Confirm the correct Tax or Non-Tax template is selected before generating an invoice.
- Use Itemized templates where detailed work descriptions are required.
- Use But Say templates where billing adjustments should be visible to clients.
- Review General Retainer and Trust deductions before issuing invoices.
- Verify Routing Number and Account Number before distributing invoices.
- Keep firm banking details and Notification of Your Rights wording up to date.