Invoice Setup

The settings in this window enable you to set up how invoices are organised. These include:

Item	Description
Use Auto Fee Outlay	When this option is enabled, you can configure the automatic inclusion of outlay when raising an invoice. You must enter the appropriate rates of outlay in Utilities / Client Utilities / Outlay for Fees. When the invoice is posted, the appropriate outlay amount will be added to the invoice automatically.
Auto Generate Invoice Lines	When this option is set to Yes, the system automatically generates populated invoice lines for tagged items.
Auto Invoice Line Options	This drop-down list enables you to control the layout of automatically generated invoice lines.
Use Invoice Allocation	Switching on this feature enables the Invoice Allocation report.
Invoice Allocation for Department / Employee	Enable analysis of invoiced values by Employee or Activity.
Recalculate Profit / Loss when editing provisional invoices	When this option is enabled, whenever you change an amount in a provisional invoice, the system automatically recalculated the invoice's profit/loss value.

The settings in this tab enable you to configure templates for customised invoices.

You can use Microsoft Word templates to create your own customised invoices.

1. Create an invoice template in Word.
2. Give the template a suitable name, such as Coretime Header.dot.
3. In Sage Coretime, open the Utilities view in the left-hand pane.
4. Click the System Setup in the left-hand pane.
5. Click Invoice Setup in the left-hand pane.
6. Open the Invoice Setup tab.
7. Click Edit in the main workspace.
8. Set Use Word Template to Yes.
9. Enter the name of the customised MS Word Template in the Word Template Name field.
10. Click Save.

You have configured Sage Coretime to use a Word invoice template.