How Do I Choose Invoice Templates?

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Standard invoice templates support detail or summary information, individual time and expense descriptions and memos, retainers and discounts applied, two invoice memos, employee titles and value-added taxes (for example, GST). In addition, many support a standard graphic logo (Company screen).

 

You can set all your invoice templates to show Goods and Services Tax (GST) at the project or global level. This option is checked by default for all countries other than USA when creating a new database.

 

Invoice templates are set at the global level but you can change them at the project and invoice level.

 

To choose a global invoice template:

 

  1. Click Settings on the navigation bar and then click the Global Settings tab.
  2. Move to the Templates tab.
  3. Click  next to the relevant contract type to open the invoice folders.
  4. On the Invoice Template screen, open a category of invoices by clicking Templates tab on the left.
  5. Click  and select the desired invoice format. This format becomes the global default when you click OK.
  6. Back on the Global Settings screen, click Save and then Close.

By default, invoices display time and expense entries based on their Created On dates.

 

To choose a project invoice template:

 

  1. Click Lists on the navigation bar and then click the Project tab.
  2. Click the ID of a listed project.
  3. Move to the Templates tab.
  4. Click  next to the relevant invoice type to open the invoice folders.
  5. On the Invoice Template screen, open a category of invoices by clicking Templates tab on the left.
  6. Click  and select the desired invoice format. This format is selected when you click OK.
  7. Back on the Project screen, make sure you have chosen the correct template and that its box is checked (Standard Invoice/Joint Invoice/Statements/Manual Invoice).
  8. When you have finished, click Save and then Return.

 

When the invoice is printed, Web Suite uses the custom template from the Project screen rather than the Global Settings template. You can change the invoice template at the last minute in the Invoice Review screen without reversing it or changing the project settings.

 

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