About Client Invoice BackupComplete your billing package with the click of a button by including your uploaded attachments from vendor invoices, in house expenses, and expense reports associated with the transactions billing on the invoice. With Client Invoice Backup you can:
In Client Invoice Backups, backup attachments will be ordered by the Detail groups in the Invoice format assigned to the project/invoice group. If no Detail Groups are set up on the invoice format, the attachments will appear in the order they were added. Rest assured that the invoice printed or emailed will include the PDF and image backup attachment files you have selected. |
Concepts About emailing a final client invoice About saving final client invoices as PDFs About producing client invoices Tasks Changing backup attachments when printing a client invoice Preview backup attachments in the Client Invoice widget Adding the Preview Backups column on the Invoice Tab (PCC) Changing text and total amounts on client invoices Changing the billed amount when printing markups as part of totals Changing or reviewing a final client invoice Emailing a final client invoice as a PDF Saving final client invoices as PDFs Setting up email invoice templates Customizing the Client Invoice List window for billing review Printing a client address in an envelope window Exporting a client invoice to Word, Excel, or Acrobat Reviewing invoices from the Client Invoices window Previewing Client Invoices from a Client Invoice Base References Client Invoice Register report |
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