Invoice Format

Hello,

I will be working with Client Project.

Is it possible to have a running year to date total on each project invoice?  I also need to add the project inception date, authorized company representative and lead attorney to the invoice.  How do I do that?

Thank you.

Candace

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  • 0
    Assuming the inception date, company rep and lead attorney are in custom fields or else where in timeslips they can be added to the invoice layout. If you have never customized a layout this is something you might benefit from spending a little time with a consultant. Basically you open the layout template, locate the fields in the right section and drag and drop. The fields can be added to the header or a customizable section.
    I don't believe there is a way to get YTD billing on an invoice. You can get since inception in a customizable section but can't filter that for date.
  • 0 in reply to Caren2
    Caren,

    What do you mean by this? "You can get since inception in a customizable section but can't filter that for date."
  • 0 in reply to CandaceS
    In a customizable section of the bill layout you can get the amount billed since inception. However, you can not get the amount during a particular period as there is no filter.
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