Billing

Composing 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 see how the invoice detail will appear on the invoice, change text formatting and alignment, add and remove rows of text, and rearrange blocks of text in the invoice as needed.
note
Changes that you make to your custom invoice formats will not affect invoices that you have previously composed and saved. To have custom invoice format changes appear on an invoice that you have already composed, edit the invoice, select the Refresh button in the Compose tab of the
Detail Billing
 screen, compose the invoice again, and re-save the invoice before you print it.
You can also edit amounts on the Compose tab if the following conditions exist:
  • The sum of the edited amounts equals their subtotal, and
  • The sum of subtotals equals the total billed amount from the Summary tab of the Detail Billing screen.
note
The application will verify totals only for amounts that are entered in fields designated as
Amount
 fields. These are fields that automatically fill with
0.00
 when you add a new row and that accept only numbers. The application does not validate amounts that you enter in a free-form text row.

Rearranging rows and sections

You can click and drag a row or section to move it up or down on the invoice.
  1. Click a row or section. When you select a row or section, a selection handle appears in the upper-left corner.
  2. Click the selection handle , and hold down the left mouse button.
  3. Drag the section up or down the screen until a solid line appears between two arrows , which shows you 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: DT Practice