Introduction
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- Billing preferences,
- Edits to the on-screen view of the invoice, and
- Setup of the selected document template.
1. Billing Preferences
Billing preferences govern the arrangement of lines items on the invoice screen when you bill an Action.
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| To edit billing preferences go to Admin > Billing > Billing Preferences. |
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Your system will come with some pre-installed invoice templates which are usually suitable for your business type. You will only need to change these if you have specific requirements. See examples. |
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If you want to change the invoice templates then you will need to be familiar with merge fields. Here are some useful links: and in particular |
The line items are pulled into the document using a REPEAT construct something like
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