The Invoice Content page of the Options dialog is where you specify the content that appears on your invoice, and includes the option to customize different labels, such as column headings and other titles used on the invoice.

Invoice, Quote and Order Options

Show Item column

Enable this checkbox to view the Item Code column.

Show Discount column

Select this option to display the Discount column on 'Create New Invoices, Orders, and Quotes' windows.

Print salesperson name

Enable this checkbox to print the salesperson on invoices,quotes and orders.

Hide Bill To and Ship To labels

Enable this checkbox to hide Bill To and Ship To labels.

Replace %TEXT% in comments

It is sometimes useful to print the Record number/Record total amount/Customer name in the foot or note comments. To do this enter in the foot/note comments with the word NUMBER, AMT, CUSTOMER, SUPPLIER circumfixed with percentages, i.e., %NUMBER% that way whenever a record is issued the %NUMBER% will be replace with the actual record number (%AMT% for total record amount, %CUSTOMER% with record's customer name, and %SUPPLIER% with record's supplier name [applicable for Bills and Purchase Orders only]).

Invoice Options

Print due date

Enable this checkbox to print the due date on invoices.

Add 'Paid' text on invoices that have been paid

Enable this checkbox if you want to place a 'Paid' text at the top of paid Invoices printout.

Add 'Overdue' text to invoices that are overdue

Enable this checkbox if you want to place an 'Overdue' text at the top of Invoices that are overdue.

Add 'Copy' text to invoices that are re-printed

Enable this checkbox if you want to place the word 'Copy' at the top of Invoices that have already been printed.

Include remittance slip at the bottom of the invoice

Enable this checkbox if you want to include the remittance slip at the bottom of the invoice.

Invoice Text Items

This is the text that will be printed on invoices, such as headings, titles and labels. Select a title or heading from the drop menu, then alter the text for that item in the field to the right.

Custom Fields

Custom Fields may be added to both the top and bottom sections of the printed Invoices. This will allow you to further customize the layout of your printed Invoices so that you can add in extra information custom to individual Invoices. The fields that you add will appear in the Invoice dialog where you may add in the Invoice specific information to be used for the printed Invoice.

New Custom Fields may be added to the Invoice's top or bottom sections by clicking the Add button and selecting the section in the Top/Bottom column. The Custom Field name will be used as the field label in both the Invoice dialog and the printed Invoices.

Selected Custom Fields may be deleted by clicking the Delete button.

Note and Foot Comments

Text

Text entered here will appear at the bottom of the invoice printout or pdf.

Alignment / Font Size

Choose an alignment (Left, Right, Center) and a font size (Normal or Small) for the Note comment.

Preview Invoice

Click the Preview Invoice button to save your current settings and view your invoice template.