• Customizing final invoices
• Setting the defaults for invoice details
• Specifying invoice details for a client
• Options for final invoices
• Displaying extended work code descriptions on an invoice

Customizing final invoices

You can specify the amount of detail to display on a Final invoice. If billing for specific time or expense entries, you can display the details of the transactions, e.g., the date, the staff member who performed the work, the rate of the staff member, the number of hours worked, and the final amount of the transaction. This information displays in addition to the invoice amount and the applicable taxes.

This customization is not applicable to interim or miscellaneous invoices because they do not involve relieving items from WIP.

Although, program defaults specify the default amount of information for final invoices, this information can be specified on an individual client basis as well.

The program defaults are automatically available when creating new clients and can be changed as necessary. Modifying the program defaults does not update invoices for any existing clients in the system.

What do you want to do?

• Set program defaults for invoice customization
• Specify invoice details for a client