Setting up an invoice format

To set up an invoice format

1. From the > Setup menu, click General > 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.