Compose toolbar
You can use the Compose toolbar to format and edit the invoices you send to your clients.
You can do the following in the Compose toolbar:
- To access the toolbar, open theDetail Billingscreen, then select theComposetab.noteTo get to theDetail Billingscreen, you'll need to do the following:
- SelectActions, thenBilling.
- Mark the checkbox for the client you want to detail bill, then selectDetail Bill Selected.
You can also get to theDetail Billingscreen from theReviewtab of theBillingscreen:- Mark the checkbox for the invoice you want to open.
- Right-click, then selectEdit Selected.
- Hover over an action on the toolbar for a brief description of it.
- Select the text you want to format, then select the format option on the toolbar to apply the formatting.
- SelectSaveto save your changes to the invoice.
tip
Add Row
, Add Free Form Text Row
, Add Row with Sub Rows
, and Delete Row
are also available by right-clicking and selecting from the context menu.
