Defining the Invoice/Work Order Settings

IssueTrak provides standard invoice and work order templates for your convenience.  These templates are preset with standard defaults that may be modified to suit your needs.  To customize the templates, choose Billing > Invoices > Settings.  You may find it helpful to click “Preview Invoice” or “Preview Work Order” to review how the standard invoice/work order will appear.  Change any default information in the Invoice/Works Order Settings you wish.  When all changes have been made, click “Update” to save the new template information.

•     Logo: When the Logo checkbox is checked, the logo displayed in the upper left corner of IssueTrak will be display on your invoices as well.

•     Invoice Nbrs: Invoices will be numbered according to the start number entered here.  This number may be modified at any time and changes will be applied immediately.

•     Work Order Nbrs: Work Orders will be numbered according to the start number entered here.  This number may be modified at any time and changes will be applied immediately.

•     Reference #: The Reference # checkbox refers to the Billing Reference Number on a Customer record.  This billing reference (or account number) will be displayed on the invoice if this checkbox is checked.