Bill Layout

I am trying to find out if I can edit the "Worker Summary" in any way.  We need to send an invoice to someone who needs their projects listed separately with a summary after each project.

I was able to add the worker summary at the end of the invoice, but I need to add a date if possible and break out the number of hours for each project.

Is there an easy way to do this?

I think what I really need is a standard law firm type invoice.  I work at an accounting firm and they've changed their layouts so much that I can't make heads or tails of what "samples" are in there that might give me the look/layout I need.

Any suggestions would be VERY helpful!

Thanks,

Traci

  • 0

    You 'might' need to look at using the Client.Project feature where each Project is treated like a separate Client, which then gets its own Summary.

    You can read about the topic in the Help file and see if that might get you what you need.

    Hope this helps.  

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