Your users can try out that custom format by opening up a draft and selecting the print option. Printing an Invoice Using Your Custom FormatĪny of the PDF formats you activate will appear in the Print Invoice picklist list on each invoice's detail page. Once you're finished, click the Save button at the bottom of the page to create your PDF format and activate it within the Print Invoice picklist list. Receipts for all your pass-through expenses can be added to your invoices as well. Select the number of receipts to print per page (and the format you'd like to use), and those receipts will appear the way your checks do on your bank statement.Take a look at the advanced options in this section for options to include pass-through expenses, show/hide archived and unbilled tasks and more. Fixed-Fee Budget Status details are useful if you are printing invoices for fixed-fee projects - giving your customers a summary of where their budget(s) stand with each invoice you present.You can decide whether time/expense details should be included on your printed invoice, and decide which columns to include and/or subtotal by. Time/Expense Details are often included as a second page on invoices in BigTime.Invoice Line Item Details are typically included on your invoices, but you can decide whether or not to display them (and whether to display things like rate/quantity, tax rates, notes, etc).In addition to this type of information, you can use the tabs to control: The tab above show, for example, the options for including expense receipts for any pass-through expenses included on your invoice. Click on the tab for the information you'd like to include/customize and you'll see additional options. Each type of information is located in it's own "tab" within this section. This section will include the actual line items and details that will display on your invoice. The APPEARANCEtab includes checkboxes to support standard window-envelope types.īy checking off this option, you limit some of the other text/display formats on screen, but the system will guarantee a folded invoice format that shows your customer's address in the envelope window. In the second section, you’ll be able to select whether or not your invoice format includes your company logo, your address, etc. You can also decide what fields to show in the invoice header, what text to place in the invoice's footer(s), and appearance changes (like font style and envelope format). A proper name and description makes it easier for your team to know which invoice format to use for which clients. This is the printed format "name" that shows up on your print picklist list. While the invoice editor is fairly easy to navigate, you should be sure to follow the numbered step-by-step on screen. Your new invoice will now appear in the list of invoice PDF formats on the print button picklist. Once you're finished, click SAVE at the bottom of the editor. You can click through each section to configure your invoice's header information, look/feel and the summary/details that are included with each PDF.Ĥ. Adjust your invoice using the controls on the editor page. This option will open the PDF Editor where you can begin creating your own Invoice/PDF format.ģ. You’ll find the ability to edit the invoice/pdf formats supported by BigTime under the PDF STYLES tab.Ģ. This will open your invoicing configuration settings.
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