Navigate to the invoice you want to work on and select Edit:
By choosing edit, you will see the edit bar. This gives you a range of template options, you can customise the layout, add new sections, re-order sections etc. Click on the main Header to edit the invoice details.
Make any changes and Save.
You can also edit the invoice header and/or footer information by clicking on either area. Edit the Section details and description. And add new items, as shown below:
Select Labour, Materials, Disbursements or Other.
In this example we selected materials, select the material from your list to add.
Select to show and hide the Markup percent or Discount percent as shown below:
Select to show and hide the Tax Rate, and add Sections, as shown below:
Move the Sections up and Down, as shown below:
Indent Sections left or right, as shown below:
Import from a Quote, Order, Invoice, Supplier Invoice or Pre-Built Template.
Select the Options button to view the printing or column display options you want to use, see details options below: