Compose an invoice

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

  1. Choose Time & Billing > Billing, select one or more clients, and click Detail Bill.
  2. If desired, enter an amount in the Bill column in either the Summary or Billable Entries tab.

    You can also compose an invoice without first entering an amount.

  3. Click the Compose tab.
  4. If you did not first enter an amount to bill on the Summary or Billable entries tab, follow these steps.
    1. Click the Add to Invoice button.
    2. Leave Time & Expenses selected and click Next.

      You can also choose Fixed Fee to add fixed fees to the invoice, or choose Flat Amount to add adjustment entries or progress entries.

    3. Select items to include on the invoice and click Next.
    4. The full amount of the selected items is shown in the Bill field by default. Accept this number or change it as needed.

      You can also change the text in the Project Description field.

    5. Click Finish to view the composed invoice.
  5. Edit and reformat any text shown with a blue background.

To add additional time or expense items, fixed fees, adjustment entries, or progress entries to the invoice, click the Add to invoice link.

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

Buttons in the toolbar enable you to make the following changes.
  • 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

Note: To change the invoice layout, click the Summary tab and select a new layout from the Invoice Format field. Doing so will not affect any changes you made on the Compose tab, nor will it change the default layout previously selected for the client.


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