Invoice Templates

This setting refers to Invoicing functionality.

To add Invoice Template, populate the following fields:

• Template Name: this name is for internal information, not being shown on the invoice.
• Invoice Start Number: Autoincrement field – it increases on every generation and is no longer editable once it is set.

• Invoice Title: specify the title of the invoice that will be shown on the PDF.
• Invoice Item Type: specify the type of items that will appear in the invoices. The billing information will be grouped based on this type:
  • Individual Report/Pricing items – each report item will appear on a separate line in the invoice, based on the items, included in the Invoice Template:

• • Matters – each Matter will appear on a separate line in the Invoice. The report information will be aggregated on a Matter basis

• • Clients – each Client will appear on a separate line in the Invoice. The report information will be aggregated on a Client basis
  • Report – only one line item with the total report sum will appear in the Invoice

• Invoice General Information Section Title: specify the title of this document section where the document number, issued date, payment terms and other details appear.
• Receiver Section Title: you specify the title of this document section where the receiver information appears.
• Invoice Issuer Section Title: you specify the title of this document section where the issuer information appears.
• Invoice Issuer Fields: you select (from already created Invoice Information fields with type Invoice Issuer) what information about the issuer will appear on the document.
• Logo: you can add a logo to appear in the invoice. (optional)
• Invoice Prefix: the invoice prefix which will be shown in front of the invoice number. (optional)
• Currency: you can select a currency to appear in the invoice. (optional)
• Payment Method: you can select a payment method to appear in the invoice. (optional)
• Payment Term: you can select a payment term to appear in the document. (optional)
• Default Tax: you must add a tax.
• Tax Rate 2: you can have a second tax. (optional)
• Tax Rate 3: you can have a third tax. (optional)
• Disclaimer: If populated, the text will be shown on the PDF invoices. The Disclaimer text is positioned after the billing section, centered. The field accepts blank lines which can be used to change the text position on the PDF downwards.

To add invoice items in the template, click New button in the Template Layout and populate the following fields:

• Item Type – the possible value is the same as the template type.
• Item Order – you specify the order the items will appear in the invoice (if you have more items).
• Item Name:
  • Selected Type Item Name – the item name will appear in the invoice as it is in the report.
  • Custom Name – additional field Name Value will appear to type your custom name of the item. This name will appear in the report for the relevant report item.

• Description – this field is for additional internal information. (optional)
• Unit – you specify the item unit that will appear in the invoice.
• Included Report/Pricing Items – select from all report items which you would like to appear in the invoice.

• Aggregate All of Same Type – when selected, the items of the same type will be aggregated on the same invoice line, if they are present in the corresponding report with different prices.
• Include 0.00 – when selected, the selected items will be included in the invoice with 0.00 even if they are not present as line items in the corresponding reports or their usage is 0.00. reports.
• Consider Storage Type – if selected, the storage type will be additionally considered upon items’ aggregation and the corresponding name of the storage type (Review, Repository, Cold Storage) will be displayed after the actual billing item name.