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Invoice Editor: Creating Your Own
 

Invoice Editor: Creating Your Own

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Emily Doty, Autotask Product Manager, will review the power of the new Invoice Editor. Your invoice is one of the most important and consistent forms of communication with your customers. It needs to ...

Emily Doty, Autotask Product Manager, will review the power of the new Invoice Editor. Your invoice is one of the most important and consistent forms of communication with your customers. It needs to clearly convey information in a way that is understandable, complies with local content and formatting requirements, and most importantly enables prompt payment to your business. This new and impactful addition to Autotask will allow you the flexibility to configure your invoices to be presented the way you need to convey information to your customers, and in the format they want to see it.

[Presenter: Emily Doty, Autotask]

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    Invoice Editor: Creating Your Own Invoice Editor: Creating Your Own Presentation Transcript

    • Custom Invoice Editor
    • Custom Invoice Editor Emily Doty Autotask Corporation Product Manager  With Autotask for over 5.5 years  Started in Product Support  Worked in UK office for 6 months
    • Custom Invoice Editor – Session Goals  Show you how to make some changes to an existing template  Make you aware of all of the awesome new features (and point you to where you can find out more)  Tips & Tricks
    • Custom Invoice Editor – Business Case  We are a UK-based company currently expanding business into other parts of Europe (Italy)  Under this European arm, we use a different logo  Need to create country-specific invoice for these customers
    • Invoice Templates 1. Header – repeats on top of every page 2. Top of Invoice – appears once at the top of the first invoice page 3. Invoice Body – main body of invoice that includes list of billing items 4. Bottom of Invoice – appears once at the bottom of the last invoice page 5. Footer – repeats on the bottom of every page 6. Appendix – appears at the end of invoice. Does not contain header or footer
    • Invoice Templates - Summary     Replaces Invoice Configurations All invoice Configurations converted to Invoice Templates Properties Page allows you to set various preferences Some items are variable that you need to place on your templates in order for them to show up:     Payment Terms Payment Type Invoice Notes Additional Invoice Fields  READ THE HELP…IT REALLY HELPS!!
    • THANK YOU!