Setting display options
The Invoice Setup dialog's How to show
it panel includes a number of options for further
customizing what appears on the invoice.
Invoice number: TimeCache
auto-generates an invoice number, but you can change it. Be sure to
pick a unique invoice number. This number will appear in the
invoice header unless you have TimeCache Preferences set to omit
invoice numbers or override TimeCache Preferences settings on the
Options panel.
Invoice date: This date will appear in
the invoice header unless you have TimeCache
Preferences set to omit invoice dates or override it on the
Options panel.
Title: The title will appear in the
invoice header.
Layout: Use the default report layout,
or choose a saved template from the Layout popup menu. TimeCache shows all saved
invoice layouts and client report layouts that are of the same
"summarized" status (see below).
If you want to show charges summarized by billing category instead
of a detailed report that includes every entry that meets your
criteria, click Summarize to check it.
In a summary, the hours and charges of all specified entries are
combined for each billing category into a single invoice
entry.
Sort by: Choose an option from the
Sort by popup menu to specify the order
for sorting entries for each project/matter in the invoice. There
are four options. Date and Billing category sort entries by date or billing
category. Show expense entries first
shows all expense entries, then all time entries. Show time entries first shows all time entries,
then all expense entries.
Subtotal: If you select Date or Billing
category from the Sort by popup menu, TimeCache enables this
checkbox. Checking it tells TimeCache to show a subtotal for each
group of common date or billing category entries.
Subtotal time and expenses: This
checkbox is enabled when one of the "show first" options is
selected in the Sort by popup menu.
Checking it produces subtotals of time and expense entries.
Project descriptions: Choose whether or not you want to
include project descriptions from the Project descriptions popup
menu. Choose Don't show if you do not
want to include project descriptions. Choose Show with labels or Show
without labels depending on whether or not you want
TimeCache to label the description.
Job/PO#: Choose options for adding Job
numbers and PO numbers to the lines in the body of the invoice that
identify the name of each project. From the popup menu on the left,
you can choose None to not add either,
Job numbers to show only job numbers,
PO numbers to show only PO numbers,
Job/PO numbers to show Job numbers and
PO numbers in that order, or PO/Job
numbers to show PO numbers and Job numbers in that order.
From the popup menu on the right, you can choose to show whichever
combination you choose either: After Project
name to place the additional information after the Project
names, or Before Project name to place
the additional information before the Project names.
Invoice description: This is a short
identifier that will appear in the listing for this invoice in the
Invoice panel. TimeCache suggests one that consists of the client
and project name. You can change it to something more
meaningful.
Summarize: Checking this checkbox tells
TimeCache to combine entries by billing category. Choosing this
option eliminates dates and notes. If you save a layout for a
summarized invoice, it cannot be used with a detailed
(non-summarized) invoice, and vice-versa.
Include retainer activity total: If you
use TimeCache's retainer billing features, you may want to include
retainer totals in the body of the invoice. To do so, check this
checkbox. This adds two lines to the invoice, showing:
- The total for entries with a retainer billing category for
projects included in the invoice
- The balance of items charged to retainers on those projects
remaining (i.e. the total minus the total of items charged to the
retainer)
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