Create custom invoices
Customize formats to create invoices that meet your firm's specific needs. Choose 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.
- Add a format name, select the country whose styles you want to see, and select a style.
- Add a logo by uploading an image file and adjusting as necessary. SelectSet Imagewhen finished.
- You can select a predefined color or enter a hex color code you want to use.noteThis is for only the Contemporary, Contemporary Alternative, and Windowed Envelope invoice formats.
- 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. SelectNext.
- 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. SelectAdd Another Groupingto include another one. You can mark theShow Billed Amountscheckbox to display billed amounts on the invoice.
- Invoice option: Include comments while excluding the details of the time entries.
- Choose theAccounts Receivableinformation that you want to include on the invoice format and selectDone.
Once you have saved an invoice format, you can use it when you bill a client. Choose and select a client. Select
Detail Bill
and choose the invoice format.- Select thePreviewtab in Detail Billing to view an invoice and modify text prior to sending.
- View a previously created invoice by choosing .
note
- Set the default invoice format for new clients by choosing . Select a format and save your changes.
- Change the default invoice layout for a client by choosing . Select a client and select theBillingtab.
