How to Display a Reference Number on a Simplified Invoice

Reports
While the default standard invoice does display an order's reference number, the simplified invoice excludes this information. However, an administrator can make these changes if you wish to add the reference number to a simplified invoice.
To add the reference number to a simplified invoice, follow these steps:
  1. Open OnTime Management Suite.
  2. Navigate to Billing.
  3. Select the Invoices view.
  4. Preview an existing simplified invoice.
  5. Choose Modify from the print preview toolbar.
  6. When the Report Designer opens, locate the Field List window on the right side. If the Field List window is not visible, click the View tab in the ribbon across the top, click the Windows button, and click Field List.
  7. From the Field List window, under the Data > Invoice node, locate the Reference Number field.
  8. Drag and drop the Reference Number onto the report's detail section.
  9. Save the template when completed.
Article ID: 203, , Modified: 6/28/2024 at 3:44 PM

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