Toolbar Utilities>Invoice Design

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Overview

The Invoice toolbar gives the user (with permission) numerous capabilities within the Invoice Design applet. Below is a list of those capabilities.

 

Invoice Design toolbar

 

System Invoice Copy - Located under the Tools button; allows the user to copy a standard invoice design from the system.

 

System Invoice Management -  Gives you the ability to de-activate system invoice designs so they do not show in the list of possible invoices.

 

Section Copy Wizard - Located under the Tools button; allows the user to copy a specific standard invoice section (for example, Labor, ODC, etc.) from the system.

 

Rebuild All Invoices - Useful when user-definable fields are exposed to invoices. In this case, when a user-definable field is added to clients or projects, all invoice designs must be rebuilt.