Customized Invoice - Setup
The Cutomized Invoice setup tool allows you to create a new invoice layout to meet your company's specific needs.
The invoice is divided into different areas, each of which is customizable. The image below shows these different areas, divided according to color. The image is followed by an explanation of how each area can be customized in the Invoice Layout form by adding a customized invoice layout in the Agency Office Module.
Layout Name: Give the customized invoice layout a name. You can have more than one layout.
Sort: A sort indicator to control the order of items in the main display list.
Image: Choose an icon to represent this item in the main display. (Optional)
Header (blue) : Click the the drop-down arrow of the Header field to select the type of Header Information you want to be included in the invoice.
Mail To (yellow) : Click the magnifying glass to the left of the drop-down arrow of the Mail To field and click Add. Enter the name of your customizable "mail to" area in the Mail to Name field (Note: This name will not appear on the invoice). You can select to show or hide the Invoice To, Mail To Name and Mail To Address that are found in the Mail To area of a standard invoice. You can then enter in new text, a name prefix and a name suffix.
Details (green) : Click the magnifying glass to the left of the drop-down arrow of the Details field and click Add. Enter the name of your customizable "detail" area in the Detail Name field (Note: This name will not appear on the invoice). You can select to show or hide the Terms and Page items (Page 1 of 1 vs Page 1/1) that are found in the Details area of a standard invoice. You can also select to show the Billing Period, the date range during which the services being billed for took place.
Body (grey) : Click the magnifying glass to the left of the drop-down arrow of the Body field and click Add. Enter the name of your customizable body area in the Name field (Note: This name will not appear on the invoice). Each column found in the Body area of a standard invoice is listed. You can deselect the Visible checkbox for a column if you do not want it to appear in your customized invoice. You can also change the position and width of each column. The greater the position number, the further right the column will appear in the chart. The greater the width, the more space the column will consume in the chart. You must ensure that the positions of your columns line up correctly. The column you want to appear first in your chart must have position 0. Calculate the position of each column by adding together the position number and the width number of the column that appears before it. For instance, if column three has position 3125.00 and width 1560.00, column four should have position 4685.00 (3125.00 + 1560.00). The widths of each column is based upon your preference.
Return (red) : Click the magnifying glass to the left of the drop-down arrow of the Return field and click Add. Enter the name of your customizable "return" area in the Return Name field (Note: This name will not appear on the invoice). You will notice that you can customize two areas of the return portion: the left and the right. Type in the text that you want to have appear in each area. After adding the text, assign each area a width. The greater the width, the more space along the header the area will consume.
