Invoice Template Editor Form
Use the Invoice Template Editor form to create and update invoice templates, which determine the format and content of your invoices.
Related Topics:
- Display the Invoice Template Editor Form
Display the Invoice Template Editor form in Billing Settings in the desktop application. - Toolbar of Invoice Template Editor
Use the options on the Invoice Template Editor toolbar to create, save, or delete templates. - General Tab of Invoice Template Editor
Use the General tab to select among many formatting options for invoice templates. - Images Tab of Invoice Template Editor
Use the Images tab to add images, such as your logo, to the header or footer of an invoice template. - Project Info Tab of Invoice Template Editor
Use the Project Info tab to determine how project-related information displays on the invoice, including the names and column headers that are used and where page breaks occur. - Sections Tab of Invoice Template Editor
Use the Sections tab to determine the order of sections in an invoice and section labels and options. The options that display on this tab are dynamic, changing based on the invoice section that you select in the Section Order box. - Totals Tab of Invoice Template Editor
Use the Totals tab to determine how invoice totals display on the invoice. - Signature Tab of Invoice Template Editor
Use the Signature tab to format the signature section of the invoice. - Invoice Selection Tab of Invoice Template Editor
Use the Invoice Selection tab to select an existing invoice to use to preview and test the current invoice template. - Misc Tab of Invoice Template Editor
Use the Misc tab to select the font and margins for the entire invoice and to specify other formatting options.
Parent Topic: Fields and Options