Header Section Utilities>Invoice Design

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Overview

The Header section is typically the first page of an invoice. Only project-level type data is exposed here.

 


 

Key Concepts

An Invoice can have multiple Invoice Header sections, the section used for the beginning of the invoice to hold textual type information, such as Bill-to Address, Project Description, Invoice Date, and Company Logo.
The fixed Dataset for this section contains exactly one row.

 

The Dataset will have all fields from the Bill-Terms Project (project facts, print criteria, project UDF’s, client UDF’s, and bill-to and remit-to addresses).

 

If all of a user’s invoices have the same first page header, he may have only one header section design in his system.

 

Field Descriptions

Name

Textbox - The name of the Header section can be edited here. Must be unique.