Page 38 - Administering the System Participant Guide (SDL)

Building Customer Invoice Formats
The invoice format can be customized by the Administrator to show certain fields and
multiple versions can be defined. Once these standard invoice formats have been
defined, Billing Managers will be able to select one or more of these active formats from
a list when choosing the invoice format(s) to be used for a project.

The invoice configuration screen provides a remarkably high degree of flexibility for the
information to be presented on a particular invoice format and a visual preview of how
the invoice layout will look with assorted options enabled. Each of the sections on the
invoice can be configured using the tabs across the top. If any of these items are not
included on a particular invoice for a project, sections for these items will not appear on
the invoice (e.g., if no Fixed Price transactions exist for the invoice, the Fixed Price
header in that section of the invoice will not appear).

Time & Materials, Fixed Price, and Cost Plus projects can be billed on the
same invoice. Cost Plus invoice formats must be designated in a separate
project, but Time & Materials and Fixed Price invoice formats can be in the
same project.

Tour 7.3 – Designing Customer Invoice Formats
To view the effects of modifying invoice formats, compare the format
selections in Admin Setup with the preview of the invoice draft. Log in as the
Administrator, Ralph Durbin (rdurbin/welcome).

Tour Highlights

• Modify an existing invoice format

Invoice Field Description
Active
Name
Description
Orientation
Show Charge Breakdown
Show Tax Separately
Show Remit To As A Single Line
Show Inception To Date Amount
Show Invoice To Date Amount
Show Outstanding AR Balance
Show Billing Period Dates
Instead of Billing Through Date

Lesson 7: Creating Invoice Numbers and Invoice Formats ©2021 Unanet. All rights reserved.
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