Overview
In this article, you will learn about the Invoice Report and Invoice Template features, essential tools for sharing detailed data from your takeoff project with your clients. These features offer flexibility in how you present pricing, takeoff data, and custom messaging to your customers. We'll explore the differences between these two options, guide you on creating your custom invoice templates, and show you how to apply them to your projects.
Invoice Report
Fixed Format: The Invoice Report is a non-editable document that automatically includes your company and project information, as well as itemized takeoff data.
Content: It shows each item's quantity, unit price, total price, and a grand total.
Purpose: Ideal for a straightforward client-facing document focused on pricing.
Printing: Can be right-clicked and printed directly.
Invoice Template
Customizable: The Invoice Template allows you to customize the document, including headers, introductory text, and specific data from your takeoff project.
Content Control: You can choose which data to include, such as prices, quantities, and even omit certain columns or details.
Creation: Templates are created and edited within the Estimating section, offering a Word-like editor for text and formatting.
Flexibility: Perfect for creating a tailored document that meets your client's specific needs.
How to Create and Use Invoice Templates
Step 1: Navigate to Estimating
Go to the Estimating section.
Click on Invoice Templates to access, edit, or create new templates.
Step 2: Create a New Template
Name Your Template: Enter a name for your new template.
Optional Description: Add a description if desired.
Design the Template: Use the editor to add headers, input text, and format the document to your liking.
Insert Data: Use Report Items to pull in specific project data, such as the current date, project name, and takeoff details.
Customize Data Display: Decide which takeoff information to include. For example, you can omit certain columns like waste percentage or markup to tailor the data presentation.
Finalize: Add any closing text and save your template.
Step 3: Apply the Template
Return to the Reports Estimating section.
Select your saved template from the Invoice Template options.
Run the template to generate the document with your custom content and selected data.
Common Questions
1. Can I edit the Invoice Report?
No, the Invoice Report is a fixed document and cannot be edited.
2. What can I customize in the Invoice Template?
You can customize headers, introductory text, takeoff data display, and closing remarks. You can also choose which columns or data points to include from your project.
3. How do I print the documents?
Both the Invoice Report and Invoice Templates can be printed by right-clicking on the document and selecting the print option.