Invoicing Preferences for Individual Forms

In addition to the company-level settings for invoicing preferences, you can set preferences for invoicing options on customized forms.

For example, you can customize a service invoice form to use different invoicing preferences than the company-level settings for other invoice forms. The customized service invoice can group time items even if all other invoices don't.

To set invoicing preferences for individual forms, go to Setup > Customization > Forms > Transaction Forms (Administrator), and click Customize next to the form. On the Preferences subtab, you can set invoicing preferences for this form based on the setting for the Use Defaults box.

• Clear the Use Defaults box to allow invoice presentation settings that are individual to this form. The company settings are selected by default, but you can change the settings by checking boxes on this tab.

• If you check the Use Defaults box, the invoice presentation determined by company-level settings are also used on this custom form. You can't change the settings on this subtab. They need to be set at the company-level only.

  Note:

  You can set company-level settings at Setup > Accounting > Preferences > Invoicing Preferences.

If the Use Defaults box is clear, you can choose your invoice settings for the form.

Related Topics

• Custom Workflow Based Invoice Approval
• Custom Invoice Forms
• Classes and Preferences
• Custom Workflow Based Invoice Approval
• Using the Billing Tab and Dashboard
• Creating an Invoice
• Choosing an Invoice Type
• Billing Operations
• Billing or Invoicing a Sales Order
• Invoicing Billable Customers
• Closing or Voiding an Invoice
• Creating Installments
• Printing an Invoice
• Progress Invoices
• Billing Costs to Customers
• Displaying Deposit Balance on Customer Statements and Remittance Slips

General Notices