Modify a template time & material invoice
- Open the Enter Manual Time & Material Invoice screen.
-
Note the active company. If you want to change it, click
in the header and select the appropriate company.
-
In the Create Invoice For field, click
and select Project.
-
In the Project field, do one of the following:
Enter the code of the project for the manual time & material invoice.
Click
to select the project for the manual time & material invoice from a Lookup List.
- Tip: You can set this field to default to the most recently used project. See the Remember Last Project field on the Users screen or User Groups screen for details.
-
In the Billing Format field, do one of the following:
Enter the code of the billing format for the manual time & material invoice.
Click
to select the billing format for the manual time & material invoice from a Lookup List.
-
In the Customer field, do one of the following:
Enter the code of the customer for the manual time & material invoice.
Click
to select the customer for the manual time & material invoice from a Lookup List.
-
In the Invoice field, do one of the following.
Enter the number of the manual time & material invoice you want to modify and press Tab.
Click
to select the manual time & material invoice you want to modify from a Lookup List.
- Modify the fields as described on the Enter Manual Time & Material Invoice Screen Field Reference.
- Click Save as Template.
