Set Up Invoices

You can customize the appearance of your firm's invoices from the Set Up Invoice dialog.

The options available from the dialog allows you to set options governing the sequencing of your invoices, the information included on each invoice, and the appearance of your invoices.

To customize your invoices:

1.  Select Invoice from the Setup menu to open the Set Up Invoice screen.

2.  Enter a prefix for your invoices in the Invoice Prefix field.

The Invoice Prefix is an identifying indicator that appears at the start of all of your invoice numbers.

For example, you can specify that all invoices created for your firm begin with the indicator INV.

3.  Enter an invoice number in the Next Invoice Number field, and use the Invoice Increment field to indicate how to sequence your invoices.

As invoices are created, the invoice numbers are automatically incremented using these settings.

4.  Select the Include Task Description option to include a description of each of the tasks listed on your invoices.

5.  Select the Include Account Summary option to provide a summary of unpaid invoices for the client on the invoices you create.

When you select this option, information regarding previous unpaid invoices appears at the bottom of the invoice. If more than three invoices are outstanding, the balance due appears, rather than the details of the previous invoices.

6.  Specify how to group line items on invoices using the drop-down menu in the Group Invoice Lines field.

You can select Tasks to combine all line items for each task, or Staff to provide a line for each staff member on your invoices.

7.  Select print options for your firm’s invoices, to identify the items you want to appear on each invoice.

You can select any of the following options:

o       Print Tax Codes: Provide information about tax codes.

o       Print Hours: Include information about the hours spent on tasks.

o       Print Rate: Specify the rate for listed tasks.

o       Show Grid Lines: Add grid lines for improved readability.

o       Print Amount Due: Include the total amount due for the invoice.

8.  Select the Show Logo option to include your firm's previously-uploaded logo on invoices, and use the drop-down list to specify whether the logo should be Left-Aligned, Center-Aligned, or Right-Aligned.

In addition, you can select the Suppress Letterhead option to suppress company information if you print invoices on your firm’s letterhead.

9.  Use the Days Due In field to specify the number of days between the invoice date and the date due.

10. Enter text to include as a footer on all of your invoices in the Footer Text field.

You can include information about your firm’s website, seasonal reminders, or any other information you want to appear on each invoice.

11. Select the Send Invoice to Accounting Power option to indicate whether to send invoices to Accounting Power automatically.

12. Click Save to apply your selections to all of the invoices you create.