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Overview
The Section Designs Tab is where you customize the properties of an invoice section.
Key Concepts
| • | By selecting the fields located in the Columns section, you can customize what data is brought back in the invoice section's Dataset. Keep in mind, this still requires the user to download and customize the report to see the newly selected fields. |
| • | A typical customization request is to add a logo to an invoice design. Here is an article that walks you through that process, introducing you to other customization concepts during the process. More on Adding a Logo to an Invoice |
Field Descriptions
Invoice Design Name
| • | Drop-down - The drop-down displays the available custom invoice sections. The options are: Header, Labor, ODC, OCC,Combined, Summary, Statement, Border, Taxes, and Coversheet. |
| • | Design Box (Below the Drop-down) - Once a type has been selected, all available custom sections will display here. In order for an item to show here, you either have to Copy a System Invoice, Copy a Section Design or create from New. |
| • | Section Details - Depending on the section type selected on the drop-down, you will get different details. See the following Invoice Sections of this manual for details on those properties. |
Design Sections Buttons (bottom)
| • | New - Click to start a new invoice section. |
| • | Save - Saves the current progress of the invoice section. |
| • | Delete - This will delete the whole invoice section. |
| • | Script - Scripting is used when you want to copy or move the section from one database to another. |
| • | Upload - Uploads the RDL back into the system. |
Note - This overwrites the old design and cannot be undone.
| • | Download - Downloads a copy of the RDL to a specified location. |
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