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, if you wish to add the reference number to a simplified invoice, an administrator can make these changes.
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, find ReferenceNumber within the Field List on the right.
  7. Expand the Data node and under it expand the Orders node. Locate the field named ReferenceNumber and drag it into the Detail section of the invoice.
  8. Save the template when completed.
Article ID: 203, , Modified: September 17, 2019 at 6:28 PM

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