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.

Taxation Value Define the Fixed Fee value or Percentage value to be calculated on the invoice.

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.