How Do I Change Invoice Templates?

At times, clients request another copy of an invoice. You can reprint or resend any invoice in BillQuick Online via email. In addition, when a client asks for more or less detail, or simply the same invoice information in a different format, you can reissue the invoice directly from Invoice Review. You can do this without reversing the invoice or changing its project settings. This option is faster and easier than printing a report.

To reissue an invoice in a different format:

1. Open Invoice Review screen from the Billing screen.
2. For the desired invoice, click  in the Inv Template field to open the Invoice Template screen.
3. Click Templates tab on the left to open the invoice folders. Select the invoice template you want.
4. Preview the selected invoice template and then click OK.
5. Back on the Invoice Review screen, click Update, and then print or post the invoice.
6. When you have finished, click Close.