Invoice Template

The Invoice Template screen allows you to configure the printable invoice to be used for invoice generation.

Configuration is completed via Admin > Invoicing > Invoice Template.

Invoice Template Settings

Select default invoice

The drop down list will show the standard invoice template and any custom invoice that has been created by the IRIS ProjectMinder Development team.

The template selected will be displayed when clicking Printable Invoice in an invoice.

Invoice Header

The invoice header section is defined by selecting one of three radio options available.

Use the radio button selection to choose what address for your company to use in the invoice.

Choose between:

Do not Include address

Use Department Address

Use Invoice Address

Do not include address

This allows for you to use headed paper if you have pre-printed stationary with your company address on it.

Use Department Address

This will complete the company address based on the department address assigned to the project in Project > Summary.

1. • Display Department Name
     An optional selection to confirm if you want the department name included in the address.

Use Invoice Address

This allows you to enter a fixed address below in rows 1 - 8.

If you have selected to Use Invoice Address, complete rows 1-8 with your address details.

Invoice Logo

If you want to include your company logo in the invoice, use the Invoice Logo upload to locate the image.

Note

Once selected it will display on the screen as confirmation of upload.

Leave this blank if you have pre-printed stationary with your company logo on it.

Invoice Body

1. Tick the Include Invoice Notes check box if you wish to include notes entered against an invoice.

Invoice Item Display

This option allows you to specify how invoice items will be displayed on the invoice.

1. Select the Invoice Item Summary radio button if you want all invoice items to be summed up and displayed as one line item.

2. Select the Invoice Item Detail radio button if you want all invoice items to be displayed exactly as they are created and listed in the invoice.

Invoice Item Defaults

These options allow you to specify whether you would like the quantity of invoice items to be included within the invoice.

1. Tick the Display quantity for time items check box if you want to include time item quantity.

2. Tick the Display time in hours check box if you want time item quantities displayed in hours. Leaving this un-ticked will display time items in days. This will be calculated by taking the time item quantity (hours) and dividing by the company standard day set in Admin > Company Settings > Working Time.

3. Tick the Display quantity for expense items check box if you want to include expense item quantity.

Invoice Footer

1. Enter your VAT Number if you want this included in your invoice. The Printable Invoice will contain a filter to switch between Invoice, Credit Note, Pro-Forma Invoice. If Pro-Forma Invoice is selected the VAT Number will not be displayed.

2. Enter any Footer Text you want included in your invoice. Payment Terms are automatically included in the invoice template and do not need to be added here.
   Below is a table that shows the maximum number of characters/rows that can used and how it will be viewed/exported.
   
   Please note that the number of characters and number of rows includes payment terms and VAT Number.

Click Save when all configuration settings have been applied.

Sample of a Standard Invoice Template

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