Overview
The invoice setup screen allows you to configure the information shown to your customers on the invoices you generate. You can access this by clicking on Administration, which is the gear button in the top right corner of your screen. Then select Settings on the left side navigation and click Invoice at the top of that screen.
The following options are available to toggle on/off:
Labor rate: Choose whether labor rate will be displayed on invoices
Labor hours: Choose whether labor hours will be displayed on invoices
Labor price: Choose whether labor price will be displayed on invoices
Part number: Choose whether part number will be displayed on invoices
Part quantity: Choose whether part quantity will be displayed on invoices
Part price: Choose whether part price will be displayed on invoices
Part description: Choose whether part description will be displayed on invoices
Summarize parts total: Choose whether summarize parts total will be displayed on invoices
Summarize labor total: Choose whether summarize labor total will be displayed on invoices
These options are also available in the Finance tab within a work order, behind the gear icon. Adjusting the settings at that level will only adjust them for that work order, these global settings remain unchanged.
At the bottom of the screen you will see a default disclaimer to be added to your invoices. We provide default text that you can keep or you can replace or edit.
Click Save Details when your updates are complete.