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Show Project Team Roles and/or Team Lead On Invoice Templates

Include a staffer’s role on the team, such as “senior engineer” or “creative lead” on your invoice templates. You can also indicate if she was a team lead. This article will show you how.

1. Click INVOICING...CONFIGURE from the navigation bar.


2. Click PDF STYLES when the Configure Invoice Settings window pops up.


3. Select a template from the list that populates, or create a new one. For this example, we’ll edit an existing one.

4. Click EDIT to edit the selected template. This will cause a new tab to open.


5. Find “step 3” on the template and clickTIME/EXPENSES.


6. Check the box next to INCLUDE TIME DETAIL and/or INCLUDE EXPENSE DETAIL and several options will populate.

After you select either INCLUDE TIME DETAIL or INCLUDE EXPENSE DETAIL, you’ll be able to select COMBINE TIME & EXPENSES, if you wish.


Check the box(es) next to TEAM LEAD and/or TEAM ROLE.

1. Click SAVE to save your selections.

The image below is an example of what an invoice with the Team Lead and Team Role selections look like.

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