Managing Invoice Paragraphs

You can set to include or not include dollar amounts when inserting paragraphs in an invoice. You can also enter the amount to display in a paragraph. The remaining amount from the invoice total and other amounts already entered in the invoice is automatically calculated for you.

To add or edit a paragraph, do the following:

  1. Edit an invoice. See Editing Invoices for instructions.
  2. Do one of the following: 
    • Insert a new paragraph. Click Add next to Paragraph in the Add New Sections area.
    • Copy a paragraph. Hover over a paragraph and click Copy to create a new paragraph based on the selected paragraph.
    • Edit a paragraph. Hover over a paragraph and click Edit to open the paragraph properties.
  3. Do one of the following:
      OptionDescription
      Select a paragraph from the listSelect a firm pre-defined paragraph from the drop-down list.
      Copy From Prior InvoiceClick Copy From Prior Invoice to copy a paragraph from a previous posted invoice for this client. See Copying a Paragraph From a Prior Invoice for more information.
      Enter a custom paragraph Leave the default Custom selected and enter your own paragraph text in the text box. You can use the formatting tools to modify the paragraph text.
      Show amount

      Select Show amount to display the current paragraph amount to the right of the paragraph, and then enter an amount for the paragraph. The remaining amount is calculated by deducting the current and already added amounts from the invoice total.

      If you select this option, you can also select an underline option for the amount depending on where the paragraph appears on the invoice.

  4. Click Done to insert the paragraph in the invoice.

    Note: Hover over the paragraph to view options to Edit, Copy, or Delete the paragraph.

  5. Drag the paragraph to change the location of the paragraph in the invoice.
  6. Click one or more of the following options:
    • Click Save or Save > Save and Close to save your changes.
    • Click Print > Edit to print a draft invoice. See Printing an Editable Invoice for more information.
    • Click Print > Final to final print an invoice when it has completed the review process and is ready to be sent to the client. The invoice status is changed to Final. See Printing a Final Invoice for more information.
    • Click Post to post the invoice. See Posting an Invoice for more information.