RB User Guide > Setup > Invoice Headers

Setting up invoice headers

In addition to the included invoice headers in RB9, you can create your own, customized for specific circumstances. Organize your custom headers into groups to save time locating one when billing.

1. View existing headers

   1. Setup > Invoice Headers
   2. Invoice Header Group defaults to ALL. Click to see all the custom invoice headers already entered into RB9. You can restrict the results by clicking and selecting group(s) to search. See Lookup Panel.
   3. RB9 displays the results. To:
      • Edit a header – Click its hyperlink. Then in the View Invoice Header window, click Edit.
      • Create a new header – Click New.

2. Create/update header

   1. In the Edit Invoice Header/New Invoice Header window:

      • Invoice Header Group

        Defaults to the system default or choice previously selected. (System default is selected in Lists > Invoice.) Choose a different group in the drop-down if desired.

      • *Invoice Header

        Required. Edit or enter the header text exactly as you want it to appear on invoices.

3. Save header

   • In Edit Invoice Header window, click Save to update the header.
   • In New Invoice Header window, click Save >
     • Save & New: To save the header and add more.
     • Save & Close: When you have no more headers to add.

NOTE: Create headers on the fly

You can create headers when generating invoices. RB9 will not save those invoice headers so this is a good option if you only need a header one time. See Selecting invoice headers.

NEXT: Create custom invoice messages

Further customize your invoices with by creating invoice messages to give your clients more information.

Reference

• Lists > Invoice

Step-by-step instructions

• Selecting invoice headers
• Setting up invoice messages