The normal invoice specification can be replaced with an invoicing memo which is a summary of the matter and will be printed to the first page of the invoice.

You can save an invoicing memo either in the matter or later when creating a preliminary invoice or an invoice.  

Power users can activate the invoicing memo into use in the settings, Business Unit parameters (Invoicing > Invoicing memo in use). After activation, all billable matters will offer the Invoicing memo tab where you can enter the memo content and define whether it will be printed only on principal invoices or on all invoices regardless the payer.   

There are, however, a few limitations to using invoicing memos:

• Invoicing memos can be attached to preliminary invoices and invoices only when using the default invoice template or the Finnish or Swedish invoice templates.
• If your firm uses a custom invoice template, the invoicing memo must also be customized and incorporated into the invoice template.
• Invoicing memos cannot be included in invoice or accounting data exports. They are available only in the invoice PDF file.

Once an invoicing memo has been added to a matter, its content and print settings are automatically copied to preliminary invoices and invoices, where they can still be modified. Changes made to the invoicing memo of a preliminary invoice are copied to the invoice.   

If the printing selection is "Principal invoices", the content and the printing option are only displayed in the Invoicing Memo tab of the principal’s invoice where they can still be edited. By default, the "Print" option is selected, and the invoicing memo is printed on the front page of the principal’s invoice.

If the printing selection is "All Invoices", the content and the printing option are displayed and are editable in the Invoicing Memo tab of invoices of all payers.  By default, the memo will be printed on the first invoice page of all payers.