Create an Invoice Template for Pre-Invoices and Pre-Invoice Cancellations

Use the Invoice Template Editor to create an invoice template for pre-invoices or pre-invoice cancellations.

To create an invoice template for pre-invoices or pre-invoice cancellations:

1. In the Navigation pane in the desktop application, select Settings > Billing > Invoice Template Editor.
2. On the toolbar of the Invoice Template Editor form, click New > New Invoice Template.
3. In the Template Name field on the General tab, enter a name for the invoice template.
4. Complete the information on all tabs of the form as appropriate for pre-invoices.
   • On the General tab, make these updates:
     • In the Label field in the Invoice Block section, enter the label to precede the pre-invoice number on the pre-invoice, such as Pre-Invoice Number:.
     • Clear the Show Invoice Box check box to remove the word "Invoice" bordered with a box at the top left of the invoice.
   • On the Totals tab, in the Invoice Total Label field, enter the label for pre-invoice totals, such as Total this Pre-Invoice,
   • On the Sections tab, select Pre-Invoice in the Section Order box, and then complete the fields in the Section Labels/Options section.
5. Use the Move Up and Move Down buttons below the Section Order box to place the sections in the order in which they should appear on a pre-invoice.
6. Click Save.