Sending a project invoice
If you are looking to send invoices on a per project basis, you could do so. This is useful in scenarios where you want to send an invoice to a client for a specific project only.
To send a project invoice
- Select a project.
- Highlight the slip(s) that you want to invoice. To highlight multiple slips, hold down the Apple key.
- Choose Project > Send Invoice.
- Enter information as appropriate. Keep in mind the following:
- Click the Invoice tab to enter details, pick a delivery option, and specify comments for the invoice.
- Click the Slips tab to see what slips of the project will be included as individual line items of the invoice. If you wish, you can re-order slips by drag and drop.
- Select a style from the style gallery. Note that styles with badge numbers indicate multiple available layouts for grouping data.
- Click the Preview tab to see the invoice. If you have selected a style with multiple layouts, you can select a layout from the Layout pop-up menu.
- To customize the invoice, click Options. Select the settings for the invoice and click OK.
- When you are ready to send the invoice, click Create Invoice.
Note: When you send an invoice by email, the subject of your email shows information in the same format matching the filename format you have entered for invoices in the Preferences. If no format is chosen, then the subject of your email says Invoice.