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You can modify and reformat some text on invoices before they're sent.

1. Select Time & Billing, then Billing.
2. Select one or more clients, then Detail Bill.
3. Select an invoice format and date.
4. Select Invoice Properties.
5. Select Add to Invoice.
6. To bill an amount against the client's total accumulated WIP, leave Time and Expenses selected and select Next.

   You can select Flat Amount to add an adjustment entry or progress entry.

7. Select items to include on the invoice, then select Next.
8. Accept the number in the Bill field or change it as needed (the full amount of the selected items is shown by default).

   You can also change the text in the Project Description. If you want to carry over a balance, add an amount in the Adjust field. Otherwise, unbilled amounts are zeroed out.

9. Select Finish to view the composed invoice.
10. Edit and reformat any text shown with a blue background, as needed.
11. Select Add to Invoice if you want to add more time or expense items, adjustment entries, or progress entries.

    You can Add adjustment and progress entries directly from the Billable Entries tab.

12. Select the Preview tab to view the invoice on screen.
13. Select Save. (Your saved invoice will be available on the Review Invoices tab of the Billing screen.)

Edit text and amounts

You can edit some text and amounts in an invoice.

To add and remove sections from an invoice, such as the Period recap section, go to the Setup > Invoice Formats screen. In this example, you'd need to clear the A/R Recap - Include totals for the client's beginning A/R balance, invoices, receipts, adjustments, late fees and total A/R balances checkbox on step 3.

• Edit amounts to redistribute the invoice total among billed items. Changing amounts on the Compose tab will change the corresponding amounts on the Summary and Billable Entries tab, and vice versa.
• Delete any editable row. Click in the row, and then click the Delete Row button that appears below it.
• Edit column headings. To enable column headings, click the Report Options button in the toolbar and mark the Enable Detail box.

  To display these editable headings in an invoice format by default, click Setup > Invoice Formats and click Edit next to the invoice format. Click Billing Information and Mark the Entry Detail box.

• Use standard text templates. First, see Create and use standard text templates to learn how to create text templates. To add saved text to an invoice, click the Standard Text button in the toolbar to open a list of your saved standard text templates, and select the one you want to use.
• Mark or clear the Enable Group Totals box (click the Report Options button in the toolbar).

Format text

• Make text bold
• Italicize text
• Underline text
• Change text size
• Change the font
• Change the font color
• Change text alignment
• Undo the last change
• Redo the last change
• Rebuild compose data, which reverts all changes

Detail billing

Create a custom invoice