Customizing Invoice PDF Output

Customize Headings on Invoice Templates

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This article will explain how to customize two headings on your invoice templates: Invoice Summary and Invoice Details.

Follow the steps below to customize either heading.

  1. Click Invoicing…Configure.


  2. Click PDF Styles on the new window that pops up.


  3. Click on one of your invoice templates, and then click Edit.


  4. Find step 3, which is where you’ll create either heading.


    To edit the invoice summary header, click on Line Items (in red font in the image below). Then, type a header name into the text box under Invoice Summary Header.


    To edit the invoice details header, click on Time/Expenses (in red font in the image below). Then, check the box next to Include time/expense details.


    Type a header name into the text box under Invoice Details Header.


  5. Click Save, located on the bottom-right corner to save your work.

Where to go from here:

Include Payment Details on Invoice-Type Reports

Add Billing Progress to your Printed Invoices

 

 

 

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