SILQ gives you easy access to make y our invoice look the way you want without having to worry about any coding!
In SILQ you are able to make your template look the way that is consistent with your branding.
To get to the settings:
1. In the top right hand corner, click on the dropdown and click on system settings.
2. On the left hand side, under Templates, click on Invoice Templates
3. Click on New (If you are editing an existing template, click on edit)
4. You will see the below window
5. Please enter a Template Name - make sure that this is a different name to any other you have in invoice templates, otherwise it will override any settings you had for that template.
6. Font settings - choose any font, font size or font colour you would like
7. Header Settings - There are 2 header options. The first is Default which is simply your business details at the top of the page. The second option is User Image. If you choose the User Image option, the below window will come up:
8. Select your file and play around with the X & Y as well as width and height sizes. The easiest way to do this is to click on save, then open another window and generate an existing invoice to see what it looks like.
9. Footer Settings - You can choose for your footer to be any height you would like.
There are 3 options for footer settings:
a. Company Name - This will simply put in your Company Name and your ABN (if you have chosen for this to be in your footer) ontop of the liability statement. These details will come from the Name & Business sections in System Settings. 
b. Email, phone, address, web - This option does not include your company name as the assumption is that is in your header, however does provide all of your contact information. The ABN is pre-pended to the liability statement. See below.
c. User Image - This is for when you have your own footer as an already created jpg or png file. This will bring up the same window as in step 7 above. Select your file and play around with the X & Y as well as width and height sizes. The easiest way to do this is to click on save, then open another window and generate an existing invoice to see what it looks like.
10. General Layout - There are 7 options in this section, some of which can be seen in the screenshot:
a. Text Invoice Title - See in the below image - this will go in the section that says Tax Invoice
b. ABN Location: There are 2 options here. You can either have it in the footer (see footer settings above) or you have have the ABN bolded under the words Tax Invoice below (please note, the word tax invoice can be changed to whatever you look, see option a above).
c. Reline justification: See in the image below. The reline states Re: Estate Matter for Harry Vas test. This line can either be Left, centre or right justified.
d. Person Responsible: See in the image below - the highlighted section that says Solicitor Responsible - You can choose for this person to either be the Matter Owner or the Primary Fee Earner (both of which are set when creating or editing a matter). Otherwise, you can choose None and this will remove that line completely.
e. Pad Invoice No with leading zeros: See below image. You can either have the Invoice # say 1027 or 00001027.
f. Show Matter Reference: See image below. This is the Matter Number
g. Show Court Details: In order for these details to show you will need to ensure you have filled out the court detail field in the new/edit matter window in the legal details section
h. Date Format: In this section you can choose which type of date format you like.
11. Summary Information -
a. Show first page Summary: What you see in the screenshot above is the first page summary. If you turn this option off you will still see your header and footer, however it will essentially go directly to a detailed invoice - i.e. line item by line item with the total owing at the end of all of the entries
b. Fees description: In the screenshot above, this is the text that says: To our costs for all the attendees and... etc. This is an open text field so you can write whatever you would like to see in there. This will only show if you have the above option (show first page summary) as on
c. Disbursements Description: This can be found in the above screenshot in pink. It is an open text field so you are able to enter whatever text you would like and it will come up in that section
d. Show Solicitor Summary: Found in the above screenshot in dark blue. This section gives you a summary of the work done by each solicitor. i.e. SILQ will tally the work each Solicitor has done and put it in the summary here. Please note, it will only show the Solicitors that have time entries on this invoice; not all Solicitors attached to the matter
e. Sol Summary Style: You can either have the summary look like the above screenshot (condensed) or the below (expanded)
f. Show Deliverable Summary: Deliverables are an option only found in our top tier product called Expert. If you have subscribed to this and are using deliverables you can choose to show the deliverable summary. It will look like this.
12. Financial Details -
a. Show Written off Amount: This is relevant when you have already sent the invoice to the client, but for one reason or another you have decided to write off part of that invoice. When you regenerate the invoice, the client will be able to see the amount that has been written off. It will look like this:
b. Show Received Amount: This shows you any moneys that have been credited to this invoice
c. Show Billing Recipient: This is used if you are sending split invoices. Once you have set the billing recipients up correctly, then the invoice will look like this:
d. Show Trust Balances: You are able to clearly show on each invoice ho wmuch the client has in trust and what is either still outstanding or still left in trust after the invoice has been paid. The invoice will look like this:
e. Show Foreign Currency: If you have Foreign currency set up then you will be able to show the conversion rate you have set up.
f. Group Secretarial Works: If your firm prefers to group secretarial work as opposed to show each line item for the secretaries, you are able to turn this option on and in the invoice details section, the invoice will look like the below image. Please note, by grouping the secretarial work, there will not be a date shown.
g. Outstanding Table: SILQ is able to provide a table that
13. Statements - The statements themselves can be found and set in system settings. Please see an explanation here.
a. Show Statement: This is simply where you would like to show the statements. You have the option to show them:
i. At End With New Page - i.e. on its very own page at the end of the invoice
ii. On First Page - this will go underneath the summary
iii. At End - this is at the end of the invoice, but not necessarily on its own page - simply right after the very last line of the invoice details
b. Show With Compliments: On the summary page, you can end your summary with the wording 'With Compliments' which looks like this:
c. Show Statement 2: See screenshot below. The reason these are separated is so that you can choose which to show on different templates.
d. Show Statement 3: See screenshot below.
e. Show Statement 4: See screenshot below.
14. Remittance -
a. Show remittance:
b. Show Bank Details Don't Change Statement:
c. Show Credit Card Option
d. Show Direct Debit Option
e. Show Mail Option:
15. Work Items
a. Show taxes as:
b. Hide Time Entries: This will not show any line items for the time entries. The client will not have a breakdown, but rather on the summary on the first page.
c. Use Deliverables: Deliverables are an option only found in our top tier product called Expert. If you have subscribed to this and are using deliverables you can choose to show the line item time entries grouped by deliverables. For example if you have 2 deliverables set with 5 time entries under each deliverable, it would look like the below:
d. Show Individual Costs:
e. Display Quantity Type: This is relevant if for example you bill in 6 minute units but would prefer to display your time entries in the form of hours on your invoice to clients. In this case SILQ will convert however many units you billed into the equivalent amount in hours. You have the option to display your quantity type as either:
i. hours
ii. units
iii. hh:mm
iv: minutes
v: As entered - this option will not re-calculate anything, it will simply display as you have entered into SILQ.
f: Show Workitem Quantity: In the time entries line items on the last page, you can either add a column to show the quantity type or append the quantity type to the end of the text. For example if you use 6 minute units and you have a time entry for 12 minutes then it will display 2 units. This will be the column before the $ amount specific to that entry if you choose 'Own Column' as the setting. If you choose 'Append To End of Text' then it will at the number 2 at the very end of the time entry description text.
g. Show Disbursement Payee: In the disbursements line items on the last page, you can either add a column to show the payee or append the payee name to the end of the text.
h. Show Fee Earner: In the time entries line items on the last page, you can either add a column to show the Fee Earner (normally the initials) or append the Fee Earner initials to the end of the text.
i. Show Date Once: On the detailed page where you show the line item for each time entry - if you have this option on, rather than repeating the same date it will show each date just once with each subsequent time entry for that date underneath it. See screenshot below