The content in this guide is currently being revised to align with the new user interface. Some text and images may be outdated.
Looking to have this invoice presentable to your Clients? Let's take a look at setting up a PDF Invoice and even template it out to save time in the future.
Using this guide, you can:
When you create a PDF Invoice Template, you also have to build a template for how to present this information to the Client. Once you build the template out, creating invoices for Clients will be a relatively simple and short process.
Below is a brief Example of a PDF Invoice Template. You'll notice quite a few Merge Fields that will automatically populate based on the Work the invoice is being created against. These Merge Fields can be added almost anywhere into the invoice on the right side of the screen, allowing you to format the entire PDF to your specifications, saving you time in the future!
To start, you have two simple settings to choose based on your preferences.
There are a few options to template the Services that will appear on the invoice.
There are a few options to template the Materials that will appear on the invoice.
With this PDF Invoice template, you are able to include Previous Payments so the Client always knows what they are liable to pay.
Group By: Rate, Staff, Object, or Date.
When this type of invoice is created, you can choose to use the general File Name for each Invoice.
Use the Merge Fields to insert specific information about your company, the client's company, or the invoice itself into the PDF. These will be automatically filled in for each invoice you make. Learn more about the Merge Fields.
Click on the Merge Field to copy it to your clipboard so you can easily paste it into the invoice PDF template.