• 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

To specify invoice details for a client

1. On the Setup menu, click Clients.
2. In the Client No. box, select the client for whom you want to specify invoice details.
3. Click the Billing Info tab.
4. Under Billing level of detail, specify:
1. Whether you want project or subproject descriptions included on invoices for the client.
2. The transaction details you want to appear on invoices when relieving time or expense entries, or both. For example:
   • If you select Not Applicable for the Date, when relieving any kind of transaction (time or expense), the date of the transaction will not appear on the invoice.
   • If you select All Transactions for Staff, when relieving any kind of transaction (time or expense), the staff member who performed the transaction appears on the invoice.
   • If you select Time Transactions for the Rate, when relieving time transactions, the rate of the staff member who performed the transaction appears on the invoice. When relieving expense transactions, the rate does not appear.
   • If you select Expense Transactions for the Hours/Units, when relieving expense transactions, the number of units for each expense entry appears on the invoice. When relieving time transactions, the hours of work performed do not appear on the invoice.
5. Under Subtotaling, specify for which type of transactions you want the amounts subtotaled - time, expense, all, or none.

6. Once you have specified the applicable invoice details, click Close.

   Note: The details specified will appear when creating final invoices for this client.