Invoice Report Options

How do I get here? Setup ► Accounting & Invoicing ► Invoice Report Options
Purpose

This tool provides a way to customize the PTT Invoice Reports.

Invoice Report Options such as the invoice report order, invoice report titles and which reports display using a single column can now be configured in the system. These tools can also control whether a backer image is used. Management tools can be found by going to Setup > Accounting & Invoicing > Invoice Report Options.

There is a Default System Settings record in each TBS. If you would like to customize any of the reports or the order of the reports, you need to select the existing default and use the Copy button to create a new set of Invoice Report Options.

Once this is created, users can:

  • Use the Drag & Drop functionality of the grid to reorder reports
  • Use the Edit pencil to overwrite Report Description titles to something Customized
  • Force an Invoice Report to print in Single Column
    • Note: All Single Column reports will automatically be printed at the end of the invoice regardless of invoice report order shown on this tool.
Security Maintenance Module
Taxing Impact N/A
Commission Impact N/A
Data Field Definitions N/A

 

Invoice Report Options Grid

Customizing Invoice Report Options:

 

 

There are some System Default invoice "reports" that will appear in the list but cannot be customized. These include:

  • FrontPage
  • FrontPageBacker (can be turned off, but not reordered)
  • SecondPage
  • LastPage
  • BlankPage
  • PageCount

 

Once the Customized Invoice Report Options are saved, they can be applied at the Base level, or at an individual customer level via a new field on the Account Settings-->Invoicing tab.

Important Note: This new tool uses a third party component. Drag & drop functionality on this page may be affected if you are using the Chrome browser and have modified the scale/zoom factor in either Chrome or your computer monitor.