Compose toolbar
Use the Compose toolbar to format and edit the appearance of the invoice that you send to your client. For a brief description of each toolbar button at the top of the screen, hover your cursor over the button for a tool tip.
To access the Compose toolbar, open the
Detail Billing
screen, and select the Compose tab.To open the
Detail Billing
screen, choose Actions
, then Billing
. In the Billing
screen, mark the checkbox for each client that you want to detail bill and then select the Detail Bill Selected
button. You can also access Detail Billing from the Review tab of the Billing
screen. Mark the checkbox for the invoice that you want to open, right-click, and choose Edit Selected
from the context menu to open the Detail Billing
screen. Highlight the text you want to format with your cursor and then use the appropriate toolbar button to apply the formatting. Select the
Save
button at the bottom of the Compose tab to save your changes to the invoice.note
Add Row, Add Free Form Text Row, Add Row with Sub Rows, and Delete Row are also available by right-clicking and choosing from the context menu.