Customizing invoices
Billings comes with several invoice styles, which you can customize to varying degrees to suit your needs. Most of the built-in invoice styles have options that you can change when you create an invoice including:
- Font
- Header text
- Display of project name
- Decimal accuracy
- Header text and invoice number text for Pro Forma invoices.
- Display of slip comments and slip dates
- Display of slip project name and worker name
- Display of columns, such as quantity or duration, price or rate, and applicable taxes
- Calculation and display of taxes, associated registration numbers, and previous balance
To customize an invoice
- In the Working Slips tab, select the slip(s) you want to include in the invoice as individual line-items.
- Choose Project > Send Invoice.
- In the Invoice window, you can do the following:
- Select a style for the invoice from the style gallery.
- Click Preview to see how the invoice looks like.
- To further customize the invoice, click Options. Select the settings for customizing the invoice. Click OK.
- When you are ready to send the invoice, click Create Invoice.
If you wish to further customize your invoices, you can use the Report Designer to create a new template based on a built-in style. Choose Design > New Invoice and use an existing invoice layout as a basis for your new design.
Using the Report Designer to customize invoices and designing them from scratch, is a technically complex process that requires some familiarity with software development. You can find out more about building templates for Billings by visiting the Billings support website.