Note: With effect from our product release Thursday 17th June, this screen will no longer be available to new customers. All customers should look to use our new standard invoice template, configured in Admin > Invoicing > Invoice Template.
Note: With effect from our product release Thursday 17th June, this screen will no longer be available to new customers. All customers should look to use our new standard invoice template, configured in Admin > Invoicing > Invoice Template.
ProjectMinder is supplied with standard invoice templates, of which you can select one as your default printable invoice. All invoice templates can be configured to your specific requirements with the following information:
Company logo
Custom header text (such as company address and VAT number)
Billing address based on project setup
Grouped or itemised invoice item details
Custom footer text (such as payment terms and bank account details)
Template configuration is completed via Admin > Invoicing > Printable Invoice.
Invoice Header (tick box) ~ Tick this box to include in your chosen template the company header details and chosen logo. Leave unticked if you use pre-printed paper.
Selected Template: (drop down box) ~ Choose your desired template.
Invoice Detail (multiple selections) ~ Select the default view for invoice item details and whether to include item invoice and invoice note text.
Invoice Footer (tick box) ~ Tick this box to include in your chosen template a custom footer. Leave unticked if you use pre-printed paper.
The client address details for who you are sending the invoice to will automatically be picked up from the address details of the invoice contact assigned within the invoice details.
Use Department Address ~ Tick this to automatically use the address of the department assigned to the project. (Department addresses set in Admin > Company Settings > Department). If unticked, or if the project does not have a selected department, then the template uses the rows listed below.
Row 1 to Row 8 ~ Eight lines for you to enter your company address (and space permitting telephone number, e-mail, web address, etc…)
Company Logo for Invoice ~ Browse for and upload your company logo, maximum size is 7.5cm x 4.5cm. Preview of the logo is displayed below. Supported formats are .gif .jpg .bmp .png
There are currently five invoice templates of which you can choose one as your printable invoice.
Click the thumbnail image below to view the different template options available:
|
|
Invoice Summary |
Invoice Item Breakdown |
Group Items |
Template 1 |
|
|
|
Template 2 |
|
|
|
Template 3 |
|
|
|
Template 4
|
|
|
|
Template 5 |
|
|
|
Select Invoice Item Details ~ (Invoice Summary, Invoice Item Breakdown or Group Items) – This is the default selection only and determines whether invoice items are displayed within the template as a single summarised line, an individual breakdown of each invoice item, or group time items by user and expense items by type. Within the printable invoice you have the option to switch between these views.
Include Item Invoice Text ~ When viewing Invoice Breakdown details, tick if you want to include the invoice item text (this can only be changed within this admin screen).
Include Invoice Notes ~ Each template will have an Invoice Notes box placed somewhere (usually below invoice details). Tick if you want your invoice notes to be displayed in the invoice (this can only be changed within this admin screen).
Free Text ~ Enter any required text (such as payment terms, bank details etc…) to be included in the invoice footer.
Was this topic useful? Click here to provide feedback.
Need further help? Try our online forums, or if you are a trained administrator contact support.
