1. Paste
your shop's logo here. Invoices are designed for plain paper,
so no letterhead is needed. Also, your logo will print in color
on a color ink-jet printer.
2. The client's name and address are copied from the Client file,
so there's no double-entry. It helps make your invoices more consistent,
too.
3. The job name and invoice description identify
the work you're doing for the client. The AE's name appears
for the client's easy reference.
4. The steps needed to complete the job can be listed in detail,
or summarized in different ways. You decide what tasks are called, as
well as how they appear, on the printed invoice. An optional description
(not shown) can be shown for each job task.
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5. Job
tasks can be sub-totaled by groups. They make invoices more logical
by arranging like tasks together.
6. Payment terms are user-defined and are
copied from the Client file. They can be edited on
the invoice, if needed.
7. Each invoice can be printed up to five times
without using pre-printed forms. Each distribution
name appears at the bottom of the page.
8. The title "Invoice" can be customized.
9. The printed invoice always shows the invoice
number, date, and job number. PO# and Charge # will
appear if included on the invoice.
10. Each task shows its amount. As an option,
the printed invoice shows the actual hours. If you
want a task that has no amount on the invoice, the
words "no charge" or some other phrase can appear
in the amount column.
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11.
Sales tax can be added to any task on the job ticket, which
is copied to each invoice for that job. Up to two sales taxes
can be calculated using tax rates from the client's account.
Sales tax settings can be edited on individual invoices.
12. Here's the Fine Print. It's a user-defined
note. The invoice note is printed on every invoice.
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