Create an Invoice Layout Rule

Use these steps to create an invoice layout rule.

Note: Once you have created an invoice layout rule, it cannot be deleted.

To create an invoice layout rule:

1. Go to Setup > Job Cost > Invoicing > Invoice Layout Rules.
2. Click +New Invoice Layout Rule.
3. In the New Invoice Layout Rule dialog box that displays:
   1. Enter a name for the invoice layout rule.
      This is a required field.
   2. Enter time and amount specification types for level 1.
      These are required fields.
   3. Enter a description for the rule if needed.
4. Click Save.
5. In the confirmation dialog box that displays, click Ok to confirm creation or Cancel to exit without creation.