Page 39 - Administering the System Participant Guide (SDL)

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Modifying Customer Invoice Formats

The Primary Invoice Format selected for an invoice in Draft status can be edited in
Project Billing, but to change the elements and structure of format itself, the
Administrator must edit the template in Admin Setup. Changes made at the Admin
Setup level will not affect existing completed invoices; only invoices still in Draft status
will reflect the modified format.

Activity 7.4 – Modify the Format of a Draft Invoice
Log in to Unanet as the Administrator, Ralph Durbin (rdurbin/welcome) to
modify the invoice format for the PEPPERBUSH ADMIN-PRODUCT-DESIGN
project.

Activity Steps

1. Navigate to Admin > Setup > Accounting > Customer Invoice Format.
2. Select edit icon for the “CP FP TM Format” to review the configuration options.
3. In a new tab or browser window, navigate to Financials > Invoicing & Posting >
List Invoices.
4. In the search criteria, select “BOT to EOT” as the Invoice Date and Post Date and
check the box to include only invoices in Draft status.
5. On the List tab, select the edit icon for invoice “UNANET-01192”.
6. In the Invoice menu, select the Setup option.
7. Note the selected Primary Invoice Format, Invoice Number, and Payment Terms.
8. In the Invoice menu, select Preview.
9. Return to the tab or browser window containing the “CP FP TM Format”.
10. Modify the tabs of the invoice as desired and press Save.
11. Refresh the draft invoice to view the changes.

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