Customer Billing forms are the invoices and payment applications sent to clients to bill for completed work, including Progress Billing, Miscellaneous Billing, and Time & Materials Billing. RedTeam Flex allows you to modify or customize aspects of these forms to fit your company's needs. In this article, we will review how to customize them from the Configuration menu.
If you need assistance with the formatting of your 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
Whether you are updating Progress Billing, Miscellaneous Billing, or Time & Materials Billing forms, the process is the same. Follow the steps below to customize the Title, Preamble and Footer for any of these documents.
Note: AIA-style Applications for Payment cannot be customized, as they follow a standardized, copyrighted format required by the American Institute of Architects.
Steps:
From the Configuration menu, click on Customer Billing (under the heading: Projects).
Locate the Customer Billing invoice form you want to modify, click the Tools icon on the left and click Edit.
In the Edit window, you can modify the Title, the Preamble 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 the Preamble and the Footer to auto-populate data into your templates. See the Data Field Descriptions to understand what information the field will pull in to the document.
Note: The screenshots above show only a partial list of the Data Fields available for the Preamble and Footer, intended as a general reference. We recommend reviewing the full list directly within your database.
The Active checkbox at the bottom of the form enables or disables both the Preamble and Footer from appearing on the Billing Form.
Once you finished configuring your form, click Save.