How Do I Customize Invoice Review Grid?

It is a good management practice to determine what information you want when making billing decisions or finalizing invoices. BillQuick Online provides you the option to choose the fields, and thus information, you want to view and hide those you do not deal with. For example, do you collect taxes on labor or expenses? If yes, turn on the tax fields. Do you want the client, project name and project manager amount in the grid as reference information? Do you need to see retainage amount? Then turn on those fields in the grid.

To customize the fields or columns in the Invoice Review grid:

1. Open Invoice Review screen from the Billing menu.
2. Click Refresh to display the default columns in the grid.
3. Click Options and select Field Chooser.

4. Check the columns you want to turn show and uncheck the ones you want to hide.
5. Click Apply. The grid dynamically adapts to your preferences.
6. Next, determine how you want to sort invoices in the grid. If you want to view invoices by the project’s Due Date, click on the column header to sort (once for ascending order, twice for descending order).