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Billing

Compose an invoice

Use the
Compose
 tab of the
Detail Billing
 screen to change the appearance of the invoice that you send to your client. You can preview how the invoice detail will display on the invoice, change text formatting and alignment, add and remove rows of text, and rearrange blocks of text in the invoice as needed.
You can also edit amounts on the
Compose
 tab if the following conditions exist:
  • The sum of the edited amounts equals their subtotal.
  • The sum of subtotals equals the total billed amount from the
    Summary
     tab of the
    Detail Billing
     screen.

Rearranging rows and sections

You can select and drag a row or section to move it up or down on the invoice.
  1. Select a row or section.
  2. Select and hold down the left mouse button.
  3. Drag the section up or down the screen until displays where the section will be placed.
  4. Release the left mouse button to drop the row or section into the new location.

This article applies to:

  • Product: Practice CS
  • Subject: Billing

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