Project Advanced Options Window - Invoice Tab
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The Invoice Tab is the third tab on the Project Advanced Options Window and displays settings regarding the manner in which Client Invoices will print. The information entered here will become the default settings for any new Client Invoices created for this Project and can be overridden or altered as desired when making the Invoice.
Title: The titles for each of the Component Types, excluding Merchandise can be changed in this field. The new title will only appear on Invoices. This is an optional field, but must be filled in if the style is set to "List" or "Total".
Style: There are four styles from which to choose for each Component Type:
Pricing: Pricing options can be changed for each of the six Component Types. These options control how Design Manager determines the invoice price to the client. The following options may be selected:
Suppress Location Heading (Sup. Loc. Heading): Check this option if you do not want room Location headings and subtotals to appear on Invoices.
Suppress Unit Prices (Sup. Unit Prices): Check this option if you do not want unit prices for Items to appear on Invoices.
Show Ship To Address (Show Ship To Addr.): Check this option if you want the Project’s default ship to address to print on Invoices.
Show Site Address (Show Site Addr.): Check this option if you would like the Project’s site address to appear on Invoices.
Show Project Code (Show Proj. Code): Check this option if you want the Project code to print on Invoices.
Unit to 3 Decimals: This option will print the unit price to 3 decimal places to avoid rounding issues with unit prices. For example: 3 for $1.00 = .33 * 3 = .99 or .333 * 3 = $1.00
Remarks on New Page (Rmks. on New Pg.): Check this option if you would like the Invoice remarks to appear on a separate page. If this option is not selected, the remarks will appear at the bottom of the Invoice. If you elect not to show remarks on a separate page, it is a good idea to keep them brief so that Design Manager can more easily fit them in the allocated space.
Show E-mail/Website: Check this option if you want the Company E-mail and Website to show in the header of the Invoice.
Single Item Invoice (Single Item Inv.): When the Single Item Invoice option is selected, one Client Invoice will be generated for each Item tagged on the New Invoice Window, with a separate Invoice number will be assigned to each Item invoiced.
Time Supplement: This option will print an additional page after the main Client Invoice listing all time charges that were included on the Invoice. This feature is only available with the optional Time Billing module.
Show Time Details: This prints similar information as the Time Supplement, but within the body of the actual Invoice. The time charges for each Item will be listed in detail beneath each Item. This feature is only available with the optional Time Billing module.
*See Time Invoice options and examples here.
Remarks: Type any remarks that you would like to appear on Invoices into this field. To search for commonly used remarks, click on the Search Button in the lower left corner of the window. These remarks can be overridden for each Invoice created. For information on formatting the Remarks, see Description/Note Formatting.