Flexible Billing Template

This allows you to specify exactly what information appears on the invoices you generate. Invoices can include as much or as little detail as you wish, and company letterhead, logos and invoice discounts can easily be incorporated.

To create or edit flexible billing templates:

  • Click the Invoices tab
  • Click the Settings link such that the General sub tab is shown
  • Click the Flexible Templates sub tab
  • Click the Create a new Flexible Template link such that the New Flexible Templates form is launched

  • Enable or disable various check boxes in different sub tabs of the flexible template to control what should and should not be displayed on the Invoice