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About the Client Invoice Designer

The Client Invoice Designer in Ajera provides a way for you to create custom invoice formats when you have invoicing needs that cannot be met through Ajera's standard invoice formats.

Caution:

The Client Invoice Designer is Microsoft SQL Server Reporting Services 2005 with Ajera data preloaded. In most cases, you need to have some knowledge of Microsoft SQL Server Reporting Services 2005 to accomplish your goals.

How much you need to know

Using the Client Invoice Designer, you may be able to make some simple changes to an invoice format; however, most changes require a good understanding of Microsoft SQL Server Reporting Services 2005.

Here are some general guidelines to help you decide how much you can accomplish using the Client Invoice Designer based on your skill set:

To do this

You need

Basic changes, such as changing a font or heading

Little or no knowledge of Reporting Services.

To learn more, see Getting help with the Client Invoice Designer.

More difficult changes, such as adding a field or date

At least a beginner's level understanding of Reporting Services.

To learn more about Reporting Services, see the Microsoft website.

Specialized changes, such as moving fields or making major changes to the layout

A moderate to advanced understanding of Reporting Services

To learn more about Reporting Services, see the Microsoft website.

You can always request that a skilled Professional Services staff member build a custom invoice format for you. For more information, please log a case online at Deltek Customer Care.

For a guided introduction to the Client Invoice Designer, be sure to view the 60-minute recorded webinar, Client Invoice Designer Orientation.