In SingleCase, you can choose from multiple formats for the work summary that accompanies invoices sent to clients. We are continuously adding new tempaltes, right now there is altogether 15 of them. These templates differ in the amount of information they provide:
1. Basic: Includes date, details, billed hours, user/lawyer, and amount.
2. Simplified: Contains date, details, and billed hours.
3. Simplified with Amount: Features date, details, billed hours, and amount.
Based on the Simplified template, adding an Amount column.
Excludes any Discount/Surcharge under the final amount.
4. Complete: Provides date, activity, details, recorded hours, billed hours, user/lawyer, rate and amount.
5. Complete 2: Lists date, activity, details, billed hours, user/lawyer, rate, and amount.
Extends the Complete template by adding totals for hours and amounts per Report Group and per project/case.
6. Complete 3: Includes date, activity, details, reported hours, billed hours, user/lawyer, rate, and amount.
Builds upon Complete 2 by incorporating reported hours.
7. Complete 4: Shows date, description, reported hours, billed hours, rate, and amount.
Derived from Complete 3, omitting activity and the User/Lawyer column.
8. Basic with Worked Hours: Displays date, details, reported hours, billed hours, user/lawyer, and amount.
Enhances the Basic template by adding reported hours.
9. Summarizing: Contains date, details, and billed hours.
Based on the Simplified template, adding a summary of billed hours and amounts per participating user/lawyer, including their effective hourly rate (amount divided by hours), and the final amount, adopting the Description ("We are billing you for...") and any Discount/Surcharge from the invoice.
10. Summarizing Simplified: Provides details only.
Derived from the Summary template, excluding date and hours from entries (except for total hours in Report Groups).
11. Basic without Amount: Features date, details, user/lawyer, and billed hours.
Based on the Basic template, removing the Amount column.
12. Basic without Price and Total: Lists date, details, user/lawyer, and billed hours.
Derived from the Basic without Amount template, omitting the Total Hours and Total Amount rows.
13. Simplified with the amount to be paid - date, description, hours
Contains total hours and total amount to be paid
14. Simplified without splitting by cases - date, description, hours
Contains total hours
15. Simplified without period - date, description, hours
Contains the total number of hours, differs from the previous template in that it sorts the reported activities by files
(Updated 9.2025)
To configure these templates, navigate to Menu => Settings => Reporting => Invoice Attachment Template. After saving your selection, you can immediately download any attachment—the change will also apply to previously issued invoices.
Regardless of the chosen template, you always have the option to download the attachment in both PDF and Excel formats—available before and after issuing the invoice. If you enable the option to "Use 2 invoice attachment templates" in the aforementioned settings and select a Second invoice attachment template, the download options in the invoice overview will be further expanded.