The Basic Invoice - Changes to a Single Invoice Available from The Menus
Open the invoice by clicking the CaseView button in the Billings From WIP dialog.
View/Edit
View or edit the layout of a specific header or footer. Click either the Header or Footer list and select the header or footer to view or edit.
Attach
Click either the Header or Footer list and select the one to attach to the report.
Options
Client information only on first page
Check the box if you want the client information to appear on just the first page. Client information affected includes the document date, client address, attention line, client number, and invoice number. If the box is not checked the information will appear on all pages of the document.
Balance Forward
Check this box to add a balance forward line to your multi-page invoices.
Header first page only
Select this option if you want the header to apply to just the first page. It will not appear on subsequent pages.
Footer last page only
Select this option if you want the footer to apply to just the last page. It will not appear on previous pages.
Popup List Code
When adding lines to break down charges in the Basic Invoice, the description for the charge can come from the work, classification or billing codes. Select the type of codes to use. When a code is selected, a popup selection box appears to the left of each added line for selecting the description to use.
To use manually-entered descriptions added charges, select N/A.
Switching between different code types is possible. Select the new code type in the header and then enter the new line.
