Managing Invoice Layouts in SuiteProjects Pro
Is your invoice layout working as hard as it could be? In SuiteProjects Pro, a well-built layout can speed up approvals and give your team and your customers the same clear view of what's being billed. Watch this Power-Up Series video, where Ronn Breaux walks through tips for managing invoice layouts. Whether your invoices are reviewed internally or sent straight to your customers, a well-built layout makes approvals easier and helps your team answer customer questions with confidence.
Key Takeaways:
- Create multiple invoice layouts for different business cases, and assign them by customer or project so the right one is selected automatically
- Choose exactly which columns and details to show, including custom project fields
- Combine T&M, fixed fee, and expense billing in one layout by embedding separate layouts
- Summarize and subtotal by PO, project, user, or charge type, and roll up expense categories like airfare and train into a single "Travel" line
- Customize headers, footers, logos, and notes, such as adding a customer PO or an image with payment instructions
- Override terminology, translate invoice language, and adjust date formats, number formats, and PDF settings
Don't let invoice complexity slow down your billing cycle. Whether you send invoices directly from SuiteProjects Pro or from your financial system, this Power-Up Series video will help you build layouts that give approvers and customers the same clear view. Improve accuracy, speed up reviews, and communicate billing with confidence. Watch the video to unlock the full potential of SuiteProjects Pro invoice layouts.
Frequently Asked Questions
Can you combine time and expenses charges on an invoice with different layouts?
Yes, you can create an expense layout and embed the expense layout within an invoice layout designed for time charges.
How can you default invoice layouts when creating invoices?
You can assign default invoice layouts to clients or projects when creating invoices.
Can you use invoice groupings and combine charges in the same invoice layout?
Yes, you can group by available charge attributes and still use the combine charge feature. However, you can't use the "Rollup charges in last group" feature and the combine charges feature together.
When displaying expense charges, can I group expense items?
Yes, expense item groups can be created to group expense items on the invoice. A common use case is transportation which could combine airfare, taxi, trains, etc.
What are some ways to customize the look on invoices?
SuiteProjects Pro allows the fonts to be changed, logos to be added, and invoice titles to name a few options.
