Invoicing Settings

How do I get here? Setup / Company Settings / Bases / Click Select link for base
Purpose

Allows you to personalize their invoice settings whether it be colors, descriptions, versions, or even setting them to default.
Security

Maintenance Module
Taxing Impact N/A
Commission Impact N/A
Data Field Definitions View Here

Data Field Definitions

Field Description Notes
Front Page Style

Numeric indicator for the Invoice Page 1 & 2 layout.

 Internal use. This setting is required.
Force Even Page Output Forces the Print files to always have a 2nd/even page count. Internal use.
Normal Text Foreground Color The text color that will be applied to the invoice for accounts on this base to enhance visibility  
Secondary Background Color HEX code for a background color on the invoice.  
Normal Heading Color The heading color that will be applied to headers on the invoice for accounts on this base to enhance visibility  
Dark Heading/Totals Color The highlighting color that will be applied to alternating lines of data on the invoice for accounts on this base to enhance visibility  
PICC Description

The PICC override description which will be used on the invoice, the invoice viewer and any online reporting for accounts on this base

 
Toll Free Storage Description The Toll Free Storage Fee override description which will be used on the invoice, the invoice viewer and any online reporting for accounts on this base  
Minimum Billing Description The Minimum Billing/Low Usage Fees override description which will be used on the invoice, the invoice viewer and any online reporting for accounts on this base  
Canadian Business Number Typically the GST/HST business number  
Invoice Version

Required drop-down allows clients to select which version of invoice they are using

Fields include:

  • Version 1
  • Versin 2
  • XML
  
Invoice Report Options Drop-down that allows clients to select default invoice settings into the invoice report options