Setting up an invoice format

About invoice formats

1. From the Setup menu, click Invoice Formats.
2. Click the New button.

3. Set up general options for the invoice format.
4. Set up your invoice format to include the following:

• A summary with the invoice
• Fee type billing on the invoice
• Time and expense billing on the invoice
• Supporting detail with the invoice
• Attachments

5. Click Save.

See also

Copying an invoice format