Invoice Presentation Template

Overview

The Invoice Presentation Template (IPT) SuiteApp provides project-based businesses the flexibility to present data in multiple formats through invoice presentation templates. The SuiteApp also adds different levels of details related to charges on invoices.

Features

The IPT SuiteApp enables you to:

• Select default invoice print, email, and presentation templates for a subsidiary. To learn more, see Setting Up the Invoice Presentation Template Preference.

• Create, copy, edit, delete, and view an invoice presentation template. To learn more, see Working with the Invoice Presentation Template SuiteApp.

• Configure charge tables to display charges incurred on a project. To learn more, see Configuring a Charge Table.

• Assign an invoice presentation template to a subsidiary, customer, project, or invoice. To learn more, see Assigning Invoice Presentation Templates.

• Include expense receipts on an invoice. To learn more, see Including Expense Receipts.

• Preview invoice presentation template on customer, project, and invoice records. To learn more, see Previewing Invoice Presentation Templates.

• Print and email invoices with charge details. To learn more, see Printing and Emailing Invoices with Charge Details

To understand how the Invoice Presentation Template SuiteApp works, read the following topics:

• Installing the Invoice Presentation Template SuiteApp

• Setting Up the Invoice Presentation Template Preference

• Working with the Invoice Presentation Template SuiteApp

Related Topics

• Prerequisites
• Roles and Permissions
• Supported Languages in Invoice Presentation Template SuiteApp
• Invoice Presentation Template SuiteApp Limitations

General Notices