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Billing

Create custom invoices

Customize formats to create invoices that meet your firm's specific needs. Choose
Setup
Invoice Formats
 and either select a format from the list or select
Add
 to create one of your own. Select
Next
 or select another step after you complete each one.
You can delete any of the default formats that are included with the application. However, deleting these formats is not recommended, because re-creating them can be difficult.
  1. Add a format name, select the country whose styles you want to see, and select a style.
  2. Add a logo by uploading an image file and adjusting as necessary. Select
    Set Image
     when finished.
  3. You can select a predefined color or enter a hex color code you want to use.
    note
    This is for only the Contemporary, Contemporary Alternative, and Windowed Envelope invoice formats.
  4. Make selections to specify the billing information you want to include on the invoice. You can edit lead-in text, select grouping options, and choose whether to include an entry detail. Select
    Next
    .
    • Lead-in text: Use the existing text, add your own content, or omit text altogether.
    • Grouping options: Choose up to 3 grouping options. One grouping option displays by default. Select
      Add Another Grouping
       to include another one. You can mark the
      Show Billed Amounts
       checkbox to display billed amounts on the invoice.
    • Invoice option: Include comments while excluding the details of the time entries.
  5. Choose the
    Accounts Receivable
     information that you want to include on the invoice format and select
    Done
    .
Once you have saved an invoice format, you can use it when you bill a client. Choose
Time & Billing
Billing
 and select a client. Select
Detail Bill
 and choose the invoice format.
  • Select the
    Preview
     tab in Detail Billing to view an invoice and modify text prior to sending.
  • View a previously created invoice by choosing
    Time & Billing
    Billing
    Review Invoices
    .
note
  • Set the default invoice format for new clients by choosing
    Setup
    Firm Settings
    Default client options
    . Select a format and save your changes.
  • Change the default invoice layout for a client by choosing
    Setup
    Clients
    . Select a client and select the
    Billing
     tab.

This article applies to:

  • PRODUCT: Onvio
  • Subject: Billing
  • Audiences: Staff