Key Terms
TEMPLATE NAME - The name of the template.
COMPANY NAME - The name of the company that is template is for.
RELATIONSHIPS ASSIGNED - The number of Relationships this template is assigned to.
LAST MODIFIER - The user name of the person who added or last modified the template and the date of the last change.
Add Template - Use the Add Template button to create a new Template.
Settings - Click the Gear Icon to change the settings that apply to all Invoicing Templates.
Invoice Cycle - Select the appropriate Billing Cycle from the drop-down list. The format for Billing Cycles is XXNYY where XX is the number of days between invoices, N is “Net Due In”, and YY is the number of days after the invoice date when payment is due.
Rounding Method - Select either Round Up or Round Down.
Taxation - Select the appropriate taxation method to apply taxes to invoiced items. This can either be a Fixed Fee on each or Percentage of each item.
Rounding Digits - Select the amount of digit places to round to.
Currency - Currently US Dollars is the only supported currency.
Automated Invoicing - When checked, automated invoicing based on the Billing Cycle will be performed.
Display Balance On Invoice - When checked, the customer’s balance will be displayed on the invoice.
Show Account Number - When checked, the customer’s account number (from Relationship Info) will appear on the invoice.
Invoice Frequency - Set the automated invoice frequency in days, semi-monthly or monthly.
