Invoice Forms

How to Set Up Invoice Forms

Overview

Set up the layout of your customer invoice forms, as well as the email template that automatically appears every time you email them.

These settings apply to invoice forms generated for tax invoices, deposit invoices, progress claims , final claims , payment receipts, and retention claims .

For information on how to create different types of invoices in simPRO, see Invoicing.

US only: If you use simPRO in the United States, the terms 'progress invoice', 'deposit invoice' and 'final invoice' are used instead of 'progress claim', 'deposit claim', and 'final claim'.

US only: If you use simPRO in the United States, the term 'change order' is used instead of 'variation'.