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.
