Show payment history inline w/ totals - payments are shown along with all totals.Click here for more information on setting up Retainer Replenishment. Show Retainer Replenishment Balance - This will show the amount needed to replenish Trust. Show Balance Due - Balance Due for invoice total as well as any outstanding balances. Show Previous Balance - Any previous balance owed is shown. Show Invoice Amount (Labor + Expenses) - Total Invoice Amount for both Labor & Expenses
Show Expense Amount - Totals Expense Amount Show Billable Hours Totals - Shows Billable Hours Totals Show Services Through Date - adds Services Through Date to your invoices. Group By Project - groups entries by project. Options are Client Name, Attention, Street Address, City, State Zip, Country, Phone, Email or Custom Line. Select if you would like the Client Details to Show or be Hidden. The information here is pulled from your company data that exists in the General tab in Settings. Options are - Company Name, Street Address, City, Country, Phone, Fax, Email or a Custom Line. Then select the check boxes for the data you would like to appear in the Company Details section. Select if you would like your Company Details to Show or be Hidden. Logo option: Company Default(Company Logo tab in Settings) or Custom Header Type: Text Header, Image or Letterhead(for Letterhead stationary) Provide a name for this template in the Name text box.You will be in the Content tab for the Template.*If you do not see Settings as an option then you do not have access to this area of the program and will need to contact your System Admin.
0 kommentar(er)
