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 order that sections display on the invoice and to enter section options and heading labels. - 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 invoice so that you can preview your invoice settings. - 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.