Invoices
Create invoices
from the time records.
To
create an invoice:
Open the Control
Panel, and click on the Invoices tab.
Click the + button
to create a new invoice.
Change the name to
something more meaningful, and edit any of the other fields.
Change the filter to
reflect which time records should be used with the invoice.
Double-click the
invoice or click the Open button to display the invoice window.
To
add an image file such as your logo:
Select the invoice
of
interest from the Control Panel invoice tab, and click Open to open its
window.
From the Finder, drag
and drop your graphics file to the upper center part of the
invoice. Ideally the file should be the dimensions specified on
the graphics placeholder.
To remove the image:
Select the invoice of
interest from the Control Panel invoice tab, and click Open to open its
window.
Select the image and
press the Delete key.
Using
the Address Book to fill out the “Invoice To” field (upper left part of
the invoice window):
Select the invoice of
interest from the Control Panel invoice tab, and click Open to open its
window.
Click the Address
Book icon on the toolbar. A list of your Address Book names
should appear.
Double-click on a
name from
the Address Book Name column and the information is copied to the
Invoice To field.
Click Done when done.
To
edit an invoice:
Select the invoice of
interest from the Control Panel invoice tab, and click Open to open its
window.
Move the mouse around
to the various fields on the invoice and fill them out as necessary.
Change the filter to
define which time records are to be used for the invoice.
Resize the window to
obtain the desired print size (the window size is noted at the bottom
of the window).