Invoice Templates for Pre-Invoices

For projects that use pre-invoices, you use Invoice Template Editor in Billing to create a different invoice template for each -- pre-invoices, pre-invoice cancellations, and regular invoice (final or draft).

Pre-Invoice Templates

Labels that Apply for a Pre-Invoice Template

The following are labels and settings on the General tab in Invoice Template Editor that you will want to change for a pre-invoice template:

• Clear the Show Invoice Box check box to remove the word "Invoice" bordered with a box at the top left of the invoice.
• 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:.

In the Invoice Total Label field on the Totals tab in Invoice Template Editor, enter the label for the pre-invoice totals, such as Total this Pre-Invoice.

Pre-Invoice Section in a Pre-Invoice

The Pre-Invoice section that is added to a pre-invoice template lists all the pre-invoices that have previously been generated for a project. You choose which information to include, such as a pre-invoice's date, amount, note, paid amount, canceled amount, and so on. These options are on the Sections tab in Invoice Template Editor. The Pre-Invoice section shows only fee amounts (no taxes).

Cancellation Template for Pre-Invoices

You also create a different template for pre-invoices that are canceled. This template is used when you print and preview canceled pre-invoices in Invoices on File in Billing > Interactive Billing > Tools > Invoices on File.

The Pre-Invoice section of a canceled pre-invoice lists all the pre-invoices that have been created previously for a project.

All unpaid pre-invoices for a project are canceled automatically when you create a regular invoice (draft or final) in Interactive Billing or Batch Billing for projects with pre-invoices. You can also manually cancel pre-invoices in Invoices on File in Interactive Billing. The cancellation template that you specify in a project's Billing Terms is used when you preview a canceled pre-invoice in Invoices on File in Interactive Billing.

Invoice Templates for Regular Invoices Associated with Pre-Invoices

For projects that have pre-invoices, the regular (draft and final) invoices that you create for them also have a Pre-Invoice section. This allows you to see all the pre-invoices and fee amounts that have been paid and applied to the regular invoice that you are currently creating and all the pre-invoices that have been canceled as a result of creating that regular invoice. All unpaid pre-invoices are canceled automatically when you generate a regular invoice.