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Uploading a Custom Invoice PDF

BigTime offers a number of templates as a part of its invoicing feature, but you may prefer to use your own format to create invoices. If you’ve created an invoice format externally and want to preserve its style, you’ll be able to apply it to any invoice in BigTime by uploading it as a PDF. Here are the steps you’ll need to follow.

1. Follow the steps to create a draft invoice, and then go to the PREVIEW tab for that invoice.

2. Right under the PREVIEW tab, you’ll see a box where you can select the style of your invoice from a picklist. Click the GRAY ARROW in this box and click the option labeled EXTERNAL PDF, toward the bottom of the picklist.

3. A pop-up window will open prompting you to choose a file to upload. The file will need to be in PDF format, so make sure your file is saved as a PDF before trying to upload it. You can click on the CLOUD icon to scan through your files and pick your chosen PDF. 

4. Once you’ve chosen the PDF you’d like to upload, you can click the blue UPLOAD button at the bottom right corner of this window.

All the contents of your PDF will upload into BigTime, and you’ll see your uploaded invoice with all its preserved formatting under the PREVIEW tab. If you’d like to upload a different file, you can click on the UPDATE FILE hyperlink to return to the pop-up window where you can choose a new PDF.

If you decide you don’t actually want to use an external invoice format, you can also delete the PDF from your invoice by clicking the DELETE EXTERNAL PDF button.

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