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SE
SmartEngagement
Working Papers
CaseWare Working Papers
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CaseWare Cloud Analytics
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CaseWare Cloud Time
PCR
OnPoint PCR (Preparation Compilation Review)
RCT
CaseWare  ReviewCompTax

Change the appearance of default invoices

This feature is only available with CaseWareCloud Time, part of the CaseWare Cloud suite.

Learn more about Time.

Customize the appearance of the invoices you generate by editing your invoice defaults.

Editing invoice defaults

Invoice defaults determine the basic appearance of all invoices generated with Cloud. Edit invoice defaults to customize the default numbering, padding symbol, and logo to fit the needs of your organization. You can edit invoice defaults in Settings by selecting Time | Defaults.

For example, in the image below you can see an invoice with a customized logo (1) and invoice number. Since the padding symbol was set to 0, and invoice number length set to seven, the invoice number in this example becomes 0001054 (2).

Your default invoices are edited.

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