Designing and printing invoices

After an invoice has been created, it is printed or converted to a PDF file using settings for:

1. what is included in the heading and invoice line items

These are set using easily changed check box selections.

2. the layout of invoice information on the page

This is customised using the Report Designer tool, where you can add other information to the invoice, such as a logo.

We call these invoice templates and the system has a default settings for them. To see these select Tools > Options from the main menu.

Click the Printing tab and then click the Invoice tab.

Note that you can also customise the heading/line item settings and/or the invoice layout for particular customers or for particular categories of work.

To design the invoice layout check the Use Custom Invoice Report Layout box and click Edit Layout. The Report Design tool will open.

It is important that you do not alter any fields (indicated by square brackets) in this layout. If you do not want certain fields to appear in the your invoice headings or line items use the options indicated at A in the section above.

If specialised information is required in an invoice that is not currently available in Case Manager, contact the support desk for assistance.