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.
Contents
Firm and Address Information
Enter information in this section to tailor firm and address information per project or per template. If you do not enter information here, Vision uses the information entered on the General Company Settings form.
Margins
Page
Default Formats
Field | Description |
---|---|
Override regional settings | If you want to use formatting for numbers, currency amounts, and dates that is different than your default formatting in Regional and Language Options in Windows Control Panel, select the
Override regional settings check box and select that culture from the drop-down list. If you select a different culture, Vision automatically displays the default formats associated with that culture in the
Number,
Currency, and
Date fields.
If you do not select Override regional settings, the format settings are the settings specified for your computer in Regional and Language Options in Windows Control Panel. |
Number | This field displays the format for non-currency numbers. This format is used for each numeric field on invoices generated from the template. To change the format, select the Override regional settings check box and select the culture associated with the format you want. (This also sets the formats in Currency and Date to the formats for that culture.) |
Currency | This field displays the format for currency amounts. This format is used for each currency field on invoices generated from the template. To change the default format, select the Override regional settings check box and select the culture associated with the format you want.(This also sets the formats in Number and Date to the formats for that culture.) |
Currency Display | This field is enabled if the
Use Currency Symbol option or
Use Currency Code option is selected in the
Display field of the Format Currency dialog box. This field is disabled if
Do Not Display is selected in the
Display field.
Select one of the following options from the drop-down list:
|
Date | This field displays the date and time format. This format is used for each date or date-and-time field on invoices generated from the template. To change the default format, select the Override regional settings check box and select the culture associated with the format you want.(This also sets the formats in Number and Currency to the formats for that culture.) |
Report language | If you use the Multilingual feature, this field displays the language in which invoices will be generated. If you do not use the Multilingual feature, Vision does not display this field.
When you create a new invoice template, this field displays the language you specified when you logged in. Vision saves that language as part of the template information. You can then use that template to generate invoices in that language even if you are currently logged in with a different language. If you also generate Billing Backup reports or AR Statements along with invoices, Vision generates those reports in the language used for the invoices. You cannot use this field to change the language for a template. If you want to generate invoices in a different language, select that language when you log in and then create a separate invoice template for that language. |
2nd Page Header Height | In some cases, long project numbers, project names, or labels cause the header information to wrap to a second line in the invoice header for the second and subsequent pages of an invoice. If that occurs, the wrapped text is truncated. To resolve that problem, use the
2nd Page Header Height field to increase the header height.
The default height of .24 inches accommodates a one-line header. Change the height to .40 inches if you need space for two lines. This truncation does not occur when you preview the report. If you think that you may need to adjust the header height, view the invoice in print layout mode, export it to a PDF file, or print it to determine if text is truncated. White space equal to the sum of the dimensions that you enter in 2nd Page Top and 2nd Page Header Height will also appear on the first page of the invoice, although the second page header itself is not displayed on the first page. Microsoft SQL Server Reporting Services 2008 R2 and later versions were intentionally designed to insert this white space when suppressing the header on the first page. |