Invoice Template Editor Form
Use the Invoice Template Editor form to establish formatting and content options for custom invoice templates.
Related Topics:
- Display the Invoice Template Editor Form
You display the Invoice Template Editor form in Billing. - Toolbar of Invoice Template Editor
Use the options on the Invoice Template Editor toolbar to create, save, or delete templates. - General Tab of Invoice Template Editor
Use the General tab to establish formatting options for the custom invoice template's header information, such as the project name that displays at the top of the invoice. - Images Tab of Invoice Template Editor
Use the Images tab to add images, such as logo images, that you use on your company's invoices. You can then select images to place in the header or footer of a specific invoice template. - Project Info Tab of Invoice Template Editor
Use the Project Info tab to establish label names for project-related information such as column headers and project totals. You determine whether this information prints in the invoice header or footer. You also establish page breaks for the invoice. - Sections Tab of Invoice Template Editor
Use the Sections tab to select the options, other labels, and order of each section within an invoice. - Totals Tab of Invoice Template Editor
Use the Totals tab to configure how the invoice total is printed. You can customize the placement within the invoice header, bold the text, select the spacing, and, optionally, include a single line summary in each section of the invoice. - Signature Tab of Invoice Template Editor
Use the Signature tab to specify margins and labels for the signature section of the invoice. - Invoice Selection Tab of Invoice Template Editor
Use the Invoice Selection tab to select an existing invoice for a project to use to preview the current invoice template. - Misc Tab of Invoice Template Editor
Use the Misc tab to select the font and margins for the entire invoice, and to specify other formatting options.