1. LOGO Paste your shop’s logo here.
Invoices are designed for plain paper, so no letterhead is needed. Also, your logo will print in color on a color ink-jet or laser printer.

2. CLIENT The client’s name and address are copied from the client file, so there’s no double-entry. It helps make your invoices more consistent, too.

3. DESCRIPTIONS The job name and invoice description identify the work you’re doing for the client. The AE’s name appears for the client’s easy reference.

4. BILLING DETAIL The steps needed to complete the job can be listed in detail, or summarized in different ways. You decide what tasks are called, as well as how they appear, on the printed invoice. An optional description (not shown) can be shown for each job task.

5. GROUPS Job tasks can be sub-totaled by groups. They make invoices more logical by arranging like tasks together.

6. TERMS Payment terms are user-defined and are copied from the Client file. They can be edited on the invoice, if needed.

7. HEADING The invoice’s heading can be changed from Invoice to Chargeback, Billing, Charges, etc.

8. INVOICE DETAILS The printed invoice always shows the invoice number, date, and job number. PO# and charge # will appear if included on the invoice.

9. BILLING AMOUNTS Each task shows its amount. As an option, the printed invoice shows the actual hours. If you want a task that has no amount on the invoice, the words “no charge” or some other phrase can appear in the amount column.

10. SALES TAX Sales tax can be added to any task on the job ticket, which is copied to each invoice for that job. Up to two sales taxes can be calculated using tax rates from the client’s account. Sales tax settings can be edited on individual invoices.

11. THE FINE PRINT The user-defined invoice note can appear at the bottom of every printed invoice.

12. DISTRIBUTION COPIES Each invoice can be printed up to five times without using pre-printed forms. Each distribution name appears at the bottom of the page.