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.

Some default invoice layout options, such as the top margin for page two and above of an invoice, are entered in General Billing Setup.

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.

Field	Description
Firm Name	Enter the firm name to display on invoices created using the current template.
Byline	Enter a byline (descriptive text about your firm) to display below your firm name on invoices created using the current template.
Address Line 1-4	Enter the address information to display on invoices created using the current template.
Unit of Measure	Select Inches or Millimeters as the unit of measure for measurement fields (such as Width and Height) on all the tabs of the Invoice Template Editor form. When you switch from one unit of measure to the other, the values that are currently entered or displayed in the measurement fields are automatically converted to the new unit of measure. (1 inch = 25.4 millimeter)
Report Font	Select the font to use for all invoice text. The larger the font, the more likely that data on the invoice will wrap to a second line. Deltek recommends that you test the template carefully if you change to a report font or font point size other than 10-point Arial.
Font Point Size	The default font size for new invoice templates is 10 points, but you can specify any font size from 7 points to 14 points. This setting applies to the Billing Backup reports generated with the invoices. Deltek recommends that you test the template carefully if you change to a report font or font point size other than 10-point Arial.
HTML Formatting	Select this check box to display the memo fields as formatted HTML in the invoice report.

Margins

Field	Description
Top	Enter the top margin for the first invoice page in either inches or millimeters based on which one you selected in the Unit of Measure field on this tab.
Left	Enter the left margin for the invoice page in either inches or millimeters based on which one you selected in the Unit of Measure field on this tab.
Bottom	Enter the bottom margin for the invoice page in either inches or millimeters based on which one you selected in the Unit of Measure field on this tab.
Right	Enter the right margin for the invoice page in either inches or millimeters based on which one you selected in the Unit of Measure field on this tab.
2nd Page Top	Enter the top margin to use for all pages after page one of an invoice. Enter the margin in either inches or millimeters, based on which one you selected in the Unit of Measure field on this tab. The default for this setting is entered in the Page 2 Start field on the General tab of the Billing Setup form. If this field is blank, the default in General Billing Setup is used. If the field is left blank or set to zero in General Billing Setup, Vision uses the page one top margin. 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, even though 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.

Page

Field	Description
Orientation	Select the print orientation of the invoice: Automatic — Apply the default orientation (portrait) to invoices using the current template. Landscape — Apply Landscape orientation to invoices using the current template. Portrait — Apply Portrait orientation to invoices using the current template.
Size	From the drop-down list, select the page size for the invoice, such as Letter, Legal, or Custom. The width and height of the page size that you select in this field display in the Dimension > Width and Height fields below the Size field. When you select the Custom size, the Dimension > Width and Height fields are enabled so that you can enter a width and height of your choice.
Dimensions: Width and Height	These fields display the width and height of the page size that you select in the Size field. The measurements display in either inches or millimeters based on which one you select in the Unit of Measure field on this tab. The page size and dimensions are as follows: Page Size Inches Width x Height Millimeters Width x Height Letter 8.5 x 11 216 x 279 Legal 8.5 x 14 216 x 356 Ledger 17 x 11 432 x 279 Tabloid 11 x 17 279 x 432 A4 8.3 x 11.7 210 x 297 A3 11.7 x 16.5 297 x 420 Executive 7.25 x 10.5 184 x 267 Custom Enter the width and height of your choice. Enter the width and height of your choice.

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: Totals — Select this option to display the currency on the total amount for the invoice. Totals and Section Totals — Select this option to display the currency on the total and section total amounts for the invoice.
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.