Invoice Formats - New / Edit Invoice Format
- Michelle Cabaya (Unlicensed)
Invoice formats allow you to have different types of invoices.
An invoice format with a negative ID is a template and cannot be edited.
How to Copy an Invoice Format
Go to Maintenance > Invoice Formats.
Click on the invoice you would like to delete. It will be highlighted in blue.
Right click on the invoice format you would like to copy.
Enter a new unique ID.
Click OK.
How to Add an Invoice Format
Adding a new invoice format will create a new blank invoice format. It is preferred to copy one of the templates, invoice formats with a negative ID.
Go to Maintenance > Invoice Formats.
Click New in the toolbar.
Alternate Steps
Click the arrow next to the New button, or press Alt + N keys.
Click Invoice Format.
How to Edit an Invoice Format
An invoice format with a negative ID is a template and cannot be edited.
Go to Maintenance > Invoice Formats.
Double click on the invoice format you would like to edit.
Click OK to save edits.
How to Delete an Invoice Format
Invoice formats cannot be deleted if attached to a customer.
Go to Maintenance > Invoice Formats.
Click on the invoice you would like to delete. It will be highlighted in blue.
Right click on the invoice format you would like to delete.
Select Delete.
Form
General
Field Name | Description |
|---|---|
Image 1 | Image(s) used in the invoice. See Images (Classic Operations App) to add a new image. |
Image 2 | |
Image 3 | |
Remit Info | Remit Information. |
Return Info | Return information. |
Return Info Position | Where the return information will be positioned. |
Group/Summary By | Summarizes and groups invoice totals based on criteria selected. |
Page Break After Each(Check Box) | If selected, a page break will be inserted after each group/summary. |
Bottom Page Memo | Memo at the bottom of the invoice. |
Invoice Sort | The criteria that the invoices will be sorted by. For example, "ReadyTimeFrom". |
Show Aging Breakdown | Display an aging breakdown at the bottom of the invoice. |
Options
Field Name | Description |
|---|---|
Options | Select on demand and route information to display on the invoice. |
Terms | |
Type | Display options for terms.
|
Memo | This memo will appear on your invoice. |
Attachment Link URL | URL displayed on the invoice to download an attachment. See How to Add Attachments Links to an Invoice. |
Report Formats
The Report Formats tab allows you to edit the layout of the invoice.
Email Options
Field Name | Description |
|---|---|
Return Email name | The name to be displayed for the return email. |
Return Email Address | The email address for when a customer replies to an emailed invoice. |
Email Subject | The email subject line. Use the Dynamic Fields For Email Subject and Body to automatically add fields such as the customer number, invoice number, billing contact, customer name, invoice date or invoice due date. |
CC Email Address | Additional email address(es) to send the emailed invoice. |
Customized attachment filename that will be used when emailing invoices to customers. Use the Dynamic Fields For Email Subject, Body and Filename Override to automatically add fields such as the customer number, invoice number, billing contact, customer name, invoice date or invoice due date. | |
Email Body Text | The body of the email. Use the Dynamic Fields For Email Subject, Body and Filename Override to automatically add fields such as the customer number, invoice number, billing contact, customer name, invoice date or invoice due date. |
Captions
The Captions tab allows you to customize the labels for On Demand Stops, Contact Billing, Contract Stop Billing and Stamps.