Have your consolidated invoice look the way you’d like before sending it to your client.
This article will show you a few ways you can organize your consolidated invoice on your PDF template. Then, we’ll show you how to print it.
First, let’s get to a template and then we’ll show you some settings you can add to it.
1. Click INVOICING...CONFIGURE from your navigation bar.
2. Click PDF STYLES.
3. Select a template and click EDIT.
4. Scroll until you see step 3. This is where you’ll make your changes to affect your consolidated invoice.
Here’s what you need to know:
Group your line items by Project Name or Project ID.
Subtotal your consolidated invoice by Project Name, Display ID, or Display Name.
Click the TIME/EXPENSES tab. Then, check the box INCLUDE EXPENSE DETAIL.
NOTE: You can also choose to include time detail by checking the respective box.
Find the SUBTOTAL BY header and click on the GRAY ARROW beneath it.
A picklist will populate. Choose to subtotal by: Project Name, Project ID, or Display Name. They’re the last three options in the list.
NOTE: Showing A/R will only include other consolidated invoices
1. Click SAVE to save your changes.
Now that your template is updated, let’s use it.
Navigate to a consolidated invoice. Click on the PRINTER icon, and select the invoice template that you just updated to generate a PDF of your invoice.