Invoice Header

To create a manual invoice go to the tab Invoice and select New.

Document Type

You can organize your Invoices by Document Type - e.g. Export, Government, etc. Document Types allow you to specify the invoice document number range or prefix.

Gapless (consecutive) Invoice Number

The invoice numbers have consecutive sequence numbers. If invoices are often deleted or if there are significant delays from invoice creation and sending it, it might be sensible to create a document type for the final invoices.


  • Update the existing (default) Document Type to indicate the Draft Status
  • Create a new "Final" Document Type


  • Use the default document number for your draft invoice
  • When ready, update the document type to the "Final" document type. This will update the Invoice No (name).

Account (Address)

The Address section displays the billing address defined for the account selected above. If no billing address is defined, or if the billing address is not accurate, enter the correct address information and select Sync Address with Account to update the account record with the correct information.

Note: If you change the account after other data has been selected, click Update Account Info to retrieve the appropriate associated contact and address data.

Invoice Details

The Details section displays the date and payment information for the invoice. Enter the Invoice Date. If a different date should be used for financial accounting purposes, enter that date in the Accounting Date field. Select a Payment Term for the invoice. The Due Date will be calculated based on the payment term definition.

The Freight & Handling section displays any freight (shipping) and handling charges that apply to the invoice. Select a Tax, if appropriate for these charges. The Shipping Tax will be calculated based on the data entered.

The Reference section displays Opportunity, Campaign or Contract that this invoice references. Enter these values as appropriate. If the invoice was generated from another record (opportunity or T&E report), these values may be populated for you.

Invoice Line

The Information section displays the product or service for the invoice line. Select a Product or Resource for this line. Click on Update Product/Resource Info to populate the List Price, Unit Price, and Discount. If security allows, you can update these fields as necessary. When a Quantity is entered, the Subtotal will be calculated.

The Tax section displays the Tax to be applied to the invoice line. This can be different than any tax used for the freight and handling charges or for any other invoice lines.

The Reference section displays the Project that this invoice references. Select a value as appropriate. If the invoice was generated from another record (opportunity or T&E report), this value may be populated for you.

Deleting Invoices

You can delete an invoice, which will delete all invoice lines. This will update linked entities like Time Expense Items.

Invoice Format/Layout

We support two invoice format types:

  • Using customizable Visual Pages, if pagination is not a concern
    - select standard layout - or summarized by Service and Expenses
  • Highly tailored invoice format, also with summaries
    (e.g. by project, resource, location) and detail records.

Standard Invoice Layout Settings

Financial OrganizationAttachment/Reference
Company Name
Financial Organization
- Invoice Settings
- Show Organization Name

Company AddressFinancial Organization
- linked Account
Street, City, State, Postal Code,
Phone, Website

Company DetailsFinancial Organization
- Invoice Settings (fallback)
Organization Web (Account Website)
Organization Email
Header Text 1

ToInvoice Contact
First Name, Last Name

Invoice Contact
- Invoice Settings
- Show Contact Email

Invoice AccountName

- Invoice Settings
Billing Street, City, State, Postal Code
- Show Postal First

SalesRep BlockInvoice Owner (User)
- Invoice Settings
Title - Name
- Show SalesRep, SalesRep Title

Invoice Owner (User)
- Invoice Settings
Phone, Extension
- Show SalesRep Phone

Invoice Owner (User)
- Invoice Settings
- Show SalesRep Email

AccountAccount Number

InvoicePO Number

InvoiceProject NameLabel: Invoice Project

Invoice Manager (User)
- Invoice Settings
Title - Name
- Show Manager, Manager Title

Invoice Manager (User)
- Invoice Settings
- Show Manager Phone

Invoice Manager (User)
- Invoice Settings
- Show Manager Email

Invoice FieldSet: Pdf Reportcustom fields

Invoice NoInvoice Document TypeDocument Type Name, Invoice Name

InvoiceInvoice Date



Invoice LinesInvoice Line
- Invoice Settings
- Show Line No
Label: Invoice Line

Invoice Line
- Invoice Settings
(Line Description Show Reason,
Line Note Show Daily Description)
- Product Name
- Product Description
- Resource Name
- Financial Account Name
- Description
- Reason
- Note

Invoice Line Field Set: Pdf Reportcustom fields

Invoice LineQuantity

Invoice LineUnit Price

Invoice Line
- Invoice Settings
- Show Line Tax

Invoice Line
- Invoice Settings
Tax Amount
- Show Line Tax

Invoice LineLine TotalLabel: Invoice Total

Payment TermInvoice Payment TermPayment term based on Date
Payment Note

Document NoteInvoice Document TypeInvoice Note

By default, the label comes from the (translated) Custom Object Field Label;

The language and date format are based on the user creating the pdf.

The number format is based on the Custom Settings: Accorto Settings - Amount Format.