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Changing text and total amounts on client invoices

Open the client invoice you want to change.
Click the Text and Amounts tab and change information, as needed:

Column

Description

Header

Enter text that you want to print on the invoice below the client mailing address.

If you entered header text in the Company > Preferences > Billing tab > Invoice Header Text field, that text appears in this field and prints on client invoices for all projects, unless you change it here for this invoice.

If you entered header text in the Setup > Projects > Project Info tab > Invoice subtab > Header Text field, that text appears in this field and prints on all client invoices for the project, unless you change it here for this invoice.

You can reenter header text from the Project window by right-clicking and selecting Refresh header text.

If you do not want the text to wrap to the second line on the invoice, press the Enter key where you want the first line to end.

Note:

If the header text is longer than two full lines on the invoice, the fold line on the invoice becomes misaligned with the address window on the envelope.
Header text prints on invoices only if the Print project text check box is selected on the Invoice Format window.

Footer

Enter text that prints on only the last page of the invoice. You may choose to use it to print a holiday greeting or contract information. There is no length limit.

If you entered footer text in the Company > Preferences > Billing tab > Invoice Footer Text field, that text appears in this field and prints on client invoices for all projects, unless you change it here for this invoice.

If you entered footer text in the Setup > Projects > Project Info tab > Invoice subtab > Footer Text field, that text appears in this field and prints on all client invoices for the project, unless you change it here for this invoice.

You can reenter footer text from the Project window by right-clicking and clicking Refresh footer text.

Prepayment

Enter the prepayment amount you want to apply to the invoice.

The prepayment amount available appears in the Prepayments Available field in the main window of the client invoice. You cannot apply more than the available amount.

Note:

If you use multi-company, you can apply only project prepayments. Go to Manage > Client Receipts > Existing tab to change any client prepayments to project prepayments.
If you do not use multi-company, you can apply both project and client prepayments.

Adjustment amount

Any change you want to make to the final amount on the invoice, such as a discount

Type a minus sign (-) to indicate a negative adjustment.

Adjustment description

A description for the adjustment

Sales tax

View only - The sales tax on the invoice

To change or add any notes about the invoice, click the Notes tab. Click anywhere in the tab and type your changes or additions. These notes are for your reference only and do not appear on the invoice.
Click Save.