Setting Up Invoice Forms

You add, modify, and delete invoice forms on the Invoice Form page.

Adding an Invoice Form

1. Select Billing Setup > Invoice Form.

2. On the Invoice Form page, click Add.

3. On the Invoice Form Details page, enter a name and description for the invoice form.

4. Click Save.

Modifying an Invoice Form

1. Select Billing Setup > Invoice Form.

2. Click a row on the Invoice Form page.

3. On the Invoice Form Details page you can:

   • Update the invoice form description.

   • Delete the invoice form. You will be prompted to confirm the permanent deletion.

4. Click Save.

Deleting Invoice Forms

1. Select Billing Setup > Invoice Form.

2. Click Edit.

3. Select the check boxes next to all the invoice forms you want to delete.

4. Click Delete. You will be prompted to confirm the permanent deletion.