Optional Invoice Header Information

The options available on the Other tab will allow for the configuration of the following optional attributes on the invoice which appear in the header section of the invoice.   Note that there are additional Invoice Format specific controls that govern whether some of these value are displayed within the body of the invoice in various sections. 

• Show Project Org Code  -  When checked, the Project Org Code will precede the Project Code in the header section of the invoice (if the Project Code is being displayed).
• Show Project Code  -  When checked, the Project Code will appear in upper right of the header section of the invoice.
• Show Project Title  -  When checked, the Project Title will appear in upper right of the header section of the invoice.
• Show Project Funded Value  -  When checked, the project's Funded Value (as defined by the Project Manager on the project profile Budget tab) will appear in upper right of the header section of the invoice.
• Show Company Logo  -  When checked, a logo will appear in upper left of the header section of the invoice.  When this option is selected, the Billing Manager will need to specify which invoice image should be used.  The options available are those loaded into the system by the Administrator via the Admin >> Setup >> Image screen.
• Show Contract Number  -  When checked, an additional textual value will appear in upper right of the header section of the invoice.  The Billing Manager will supply the specific value that is to be display in the edit box next to the checkbox on this screen.
• Show Order Number  -  When checked, an additional textual value will appear in upper right of the header section of the invoice.  Should the invoice format being used specify 'Group by Project', this value will also be displayed within the body of the invoice along with this project's details.  

When a project is designated as a Contributor Project, all fields on this tab (except Order Number, Description and Memo) become disabled and have their values defaulted from the Lead’s Invoice settings.  Order Number is allowed to remain blank even if the Show Order Number checkbox has been defaulted as checked from the Lead’s settings.