![]() Note also that when you print a single invoice from the case's Account tab you also have an option to temporarily override settings for the header and line items, see Print invoice. Thus, a particular invoice might incorporate heading and line items settings from its invoice contact's company and the layout from the global level. Note that the two specifications ( A and B) are separate and independent. If these do not exist either, the global invoice layout and settings apply. If not, the search continues to the specifications for the case’s category. ![]() If the contact's company has a customised layout and/or settings for the heading and line item, these are applied to the invoice. Thus, when printing or creating a PDF of a invoice, Case Manager looks for its invoice contact. These two specifications can be set at three levels, depending on how much customisation you require: This layout works in conjunction with your settings for the contents of the invoice header and its line items.a logo) and other text (such as banking details). The invoice layout describes how information is organised in the invoice, in combination with images (e.g.The first describes the invoice layout and the second sets the contents of the invoice heading and invoice line items. Your specifications for the template have two components. a logo) and other text (such as payment details). The template can also include an image (e.g. The template pulls information out of your database and arranges it on the page, in combination with the invoice details. This flexibility in invoice output formats occurs because when you print or convert an invoice to PDF, a template is applied to it. For example the invoice above could appear as: However, when you come to printing or converting the invoice to PDF (prior to emailing), there is considerable flexibility about how it actually appears. ![]() When you look at an invoice in the Account tab, you can see that it contains certain standard information, such as the invoice number, the costs, the total, and so on. ![]()
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