Create a bill schedule — Printing tab

When you've clicked on the Printing tab of a new bill schedule, this window opens. Use this tab to indicate information to be printed on the invoice.

1. Complete the fields as desired.

   • Print Schedule Description as Invoice Header: Check this box to print the description of the bill schedule as the first line in the body of the invoice. This option could be useful if a recurring schedule is being used to create the invoices and the desire is to make the bill item description generic.                                                

   • Invoice Description for Separate Item Invoice/Credit Memos: Required field. Select from two options. The option selected will determine the description used when posting the accounts receivable transactions and will be what appears in AR searches.

   • • Select This Item's Description to use the description from Bill Items.

     • Select This Schedule’s Description to instead use the overall schedule description.

   • Invoice Header Address: Enter the Invoice to address to be used on the invoices for this schedule. 

   • Invoice Footer: Enter text to print at the bottom of each invoice, such as a contact or other remittance instructions.

2. When finished, either click the Other Specs tab & click here for instructions, OR click Save.

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