Example - Customize an Invoice Template

The Invoice Template Editor includes options on each of the tabs that allow you to customize particular areas of your invoice. These options include showing or hiding headings, names, numbers, or labels, associated details, headers and footers, images, signatures, and various other types of information.

For example, there may be situations when you want to hide all details, subtotals, and phases for an invoice, and only show totals. In this case, you would use the Project Info tab and Sections tab to set the following options:

• On the Project Info tab, select the Hide option for Phase Header Label and clear the Print Phase Name option.
• On the Sections tab, use the Section Order list to specify the level of detail that displays in each section of the invoice. For example, for Reimbursables you could select Total Only (Hide all Detail) which only shows the totals for reimbursables and does not list any details. Then, you could select the Hide Detail Subtotal option so that subtotals do not display with totals.

Refer to each Invoice Template Editor tab for specific details on the information that you can show or hide.