How Do I Add Custom Invoices?

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EngineerOffice comes with two invoice templates to choose from when generating an invoice; Type A and B. If neither of these templates meet your needs, you can have a custom invoice template created for you.

To add a custom invoice, do the following:

  1. Select Preferences from the master drop-down list.

  2. Open the Custom folder and click Invoices.

  3. Click Add to select the custom invoice file (*.rpc).

  4. After adding the invoice file, click Select for the invoice and edit the name as needed.

  5. Click the Add check box to make the invoice available for use as a template when generating an invoice.

  6. Click Save.

  7. Edit the invoice title. By default, the invoice filename displays in this field. This title displays in the invoice templates drop-down list.

  8. Enter descriptive details.

  9. Click Save.

To use the custom invoice the next time you generate an invoice for a project, go to the Projects > Billing screen and click the Invoice Output tab. Select the custom invoice from the Invoice Template drop-down list.