How do I change
format settings?
A format defines the look of any
invoice created with Word that uses the format. There are many settings
you can change. To edit these settings, select the format and click "Edit...".
The most important setting is the Invoice Stationery. To select an Invoice Stationery file, click the "Choose..." button and select the "Invoice Stationery" file in the Invoice Builder folder. If you'd like to edit the stationery file (to put in your own letterhead or change the look, for example), click the "Edit" button. Important: If you'd like to create your own custom Invoice Stationery, duplicate the provided "Invoice Stationery" file and edit it or choose "Save As..." from Word's. Do Not create a new Invoice Stationery file from scratch.
Here are a list of format settings:
General
These strings are inserted into the table in the totals row.
Example (bold text are the strings that can be changed):
1/1/99 Worked on project 1.2 hrs $120.00 Total Due: 1.2 $120.00
How do I delete
a format?
To permanately delete a format, select
"Edit Preferences..." from the Edit menu. Click the "Formats" button. Select
the format. Click "Remove".
How do I assign
a format to a group or invoice?
Each group or invoice can have a
different format, if you'd like. To change the format used by a group (and
the group's invoices), open any group and select the desired format from
the "Format:" popup menu. To change the format used by an invoice, open
any invoice and click the "Invoice Info..." button. Click on the "Contact
Info" button. If the invoice is not in a group, select the desired format
from the "Format:" popup menu. If the invoice is in a group and you want
it to have a different format than the group, make sure the "Use Custom
Information..." check box is marked.