In the Configuration menu you have the ability to modify or customize aspects of the documents that you can create in RedTeam Flex. The Customer Billing invoices are some of these documents. This Wiki shows you how to change the Title and Footer of all of the Customer Billing forms except the standard AIA-style applications for payment. The forms that can be modified are: Progress Billing (Letter Format), Miscellaneous Billing, and Time & Materials Billing.
If you need assistance with the formatting on our bills or other documents, please chat with our "Support" team for assistance.
For information on how to create and send out a Customer Billing invoice, see the article "Manage Customer Billing"
Modify Customer Billing Template
This article shows you how to change the Title and Footer of all of the Customer Billing forms except the standard AIA-style applications for payment. Because the AIA-style forms are based off a standardized document, they can not be modified in Configuration.
The forms that can be modified are: Progress Billing (Letter Format), Miscellaneous Billing, and Time & Materials Billing.
Steps:
From the Configuration menu, click "Customer Billing" (under the heading: Projects)
Locate the Customer Billing invoice form you want to modify
Click the tools icon
Click "Edit"
In the Edit window, you can modify the Title and Footer of the template. You may choose to include terms and conditions, contact information, or other information pertinent to the billing form.
You can use Data Fields from the list below to auto-populate data into your templates. See the Data Field Descriptions to see what information the field will pull in to the document.
The "Active" checkbox at the bottom of the form is to enable or disable the Footer from appearing on the Billing Form.
Click "Save"