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Change the default invoice format or statement format

The default invoice format or statement format is client-specific. Select
Setup
,
Clients
, and then go to the Billing and A/R tab for the client to verify their current default format.

Considerations

  • Changes to the default invoice format don't affect invoices already saved.
  • Because statements are newly generated each time and they are printed and can't be saved, changing the default statement format will change the statement format on any statements created, even for statements covering prior A/R activity.
  • The invoice format and statement format can be overridden when you create an invoice or statement.  You can select a format other than the default format for select invoices or statements.
    • To select a different format on an individual invoice, use the
      Summary
       tab in
      Detail Billing
      .
    • To select a different format on an individual statement, use the
      Format override
       field on the
      Statements
       tab (select
      File
       then
      Print Invoices & Statements
      ).

Instructions

To change a default invoice format or default statement format, review the following instructions. (The steps you do depend on the clients you want to change).

One client:

  1. Select
    Setup
     then
    Clients
    .
  2. Select the client whose default format you want to change.
  3. Select
    Edit
    .
  4. Use the
    Default invoice format
     and/or
    Default statement format
     dropdowns to select a format.
  5. Select
    Enter
     to save the change.

Multiple clients or all clients:

  1. Select
    Setup
    , then
    Clients
    .
  2. Select
    Edit multiple Clients
    .
  3. Select
    Change Client information
    .
  4. Select the clients whose default format you want to change.
  5. Select
    Next
    .
  6. In the dropdown in the
    Edit Multiple Clients
     window, select either
    Default invoice format
     or
    Default statement format
    .
  7. In the dropdown for the selection you made in step 6, select the specific format you want to assign to the selected clients.
  8. Select
    Finish
    .
  9. Select
    Yes
     to verify that you want to change multiple clients.

Future clients:

  1. Select
    Setup
    , then
    Firm
    .
  2. Go to the
    Billing
     and
    A/R
     tab.
  3. Use the
    Default invoice format for new clients
     field and/or the
    Default statement format for new clients
     field to select a format.

This article applies to:

  • Product: Practice CS
  • Subject: Billing