HELP GUIDE
Contact Support
×
Menu
Quick Guides
Search
 
   
   
   
 
 
© Accountants Templates Inc. (Jazzit) 2020
Suggestions or questions? Email us at wecanhelp@documentation.jazzit.com
Client Invoice Highlights
 
f
1
Invoice title
1. Invoice title
You can insert an Invoice title. Use the default title or enter your own title into the cell. Alternatively, use the popup menu and select the blank option to skip the heading.
2
Invoice details
2. Invoice details
Use the checkbox to select to print or skip the invoice number and GST/HST number. Use the input cells to type in the invoice number and the GST/HST number.
3
Spacing between divider and services
3. Spacing between divider and services
Use the popup menu to increase or decrease the spacing between the divider (above line running across the page) and the services listed.
 
4
$ details set to print
4. $ details set to print
The invoice can display detailed amounts for each service, or just the details and a total fee. Click on the $ details set to print to skip or show the details.
5
Tax selection
5. Tax selection
Uncheck the checkbox in the GST/HST column if the item is not subject to tax. This will adjust the GST/HST calculation at the bottom of the invoice accordingly.
6
Show/hide invoice item
6. Show/hide invoice item
Switch on the relevant services by clicking on the green box to the left of the description and enter the details for each service.
7
Express menu
7. Express menu
Right-click on the express menu to add more lines, sort or delete lines and format the section (adjust the spacing).
8
Spacing between services and fees
8. Spacing between services and fees
Use the popup cell to increase/decrease the spacing between the services and fees section.
 
9
Disbursements
9. Disbursements
Add other fees and non-taxable fees and disbursements.
10
Retainer before tax
10. Retainer before tax
Choose to show the retainer fee before tax. This amount will be included in the tax calculation if the checkbox in the tax selection column is checked off.
11
Retainer included after tax
11. Retainer included after tax
Choose to show retainer fee after tax. This amount will not be included in the tax calculation.