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1. 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 printer.
2. 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. 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. 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.
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5.
Job tasks can be sub-totaled by groups. They make invoices
more logical by arranging like tasks together.
6. Payment terms are user-defined and are copied from
the Client file. They can be edited on the invoice, if
needed.
7. Each invoice can be printed up to five times
without using pre-printed forms. Each distribution name
appears at the bottom of the page.
8. The title "Invoice" can be
customized.
9.
The printed invoice always shows the invoice number, date,
and job number. PO# and Charge # will appear if included on
the invoice.
10. 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.
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11.
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.
12. Here's the Fine Print. It's a user-defined note.
The invoice note is printed on every invoice.
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