Invoices Parameters

Click this tab to open Invoices parameter tab.

Choose (in Bill To drop-lists) Client name to generate invoice for it.

Click this button to open Client Edit form.

In From drop-lists of Dates section set the range's start of date to set the period of time for which you would like to make the invoice.

Type in this field information about taxes for the invoice.

Mark this check box to show Invoice information.

Choose (in Rate drop-lists) rate type to generate invoice by it.

In To drop-lists of Dates section set the range's end of date to set the period of time for which you would like to make the invoice.

In User dropdown is list of all enable users from database plus ALL and SELECTION items.

Click on down-arrow button to open a list of Users.
Select the User name for invoice.

Choose All to make the invoice for All users.

Choose Selection to open popup window with title Users separated on two parts.

In Clients dropdown is list of all enable Clients from database plus ALL and SELECTION items.

Click on down-arrow button to open a list of Clients.
Select the Clients name for invoice.

Choose All to make invoice for All Clients.

Choose Selection to open popup window with title Clients separated on two parts.

In Projects dropdown is list of all enable Projects from database plus ALL and SELECTION items.

Click on down-arrow button to open a list of Projects.
Select the Projects name for invoice.

Choose All to make invoice for All Projects.

Choose Selection to open popup window with title Projects separated on two parts.

In Tasks dropdown is list of all enable Tasks from database plus ALL and SELECTION items.

Click on down-arrow button to open a list of Tasks.
Select the Tasks name for invoice.

Choose All to make invoice for All Tasks.

Choose Selection to open popup window with title Tasks separated on two parts.

In Categories dropdown is list of all enable Categories from database plus ALL and SELECTION items.

Click on down-arrow button to open a list of Categories.
Select the Categories name for invoice.

Choose All to make invoice for All Categories.

Choose Selection to open popup window with title Categories separated on two parts.

Check this chek box to include expenses data for the invoice.

Click this button to see the invoice data.

Click this button to generate the invoice.

Click this button to set up primary invoice parameters data.