Global Settings - Templates Panel

NavigationSettings, Global Settings

The following provides details on the fields and options on the Global Settings—Templates panel used to define the global standard invoice templates used for each project type. To view a sample invoice, click View next to the field. Global templates may be changed to any of the 180 invoice templates that come with Web Suite, or to a custom template modified or created using Crystal Reports®.

Default Invoice Templates

This is where the default templates used for invoices are displayed. One default invoice template can be selected for the following contract types, and manual, joint and retainer invoices.

• Fixed

• Hourly

• HNTE

• Marketing

• Overhead

• Percent

• Recurring

• RNTE

• Manual

• Joint

• Cost-Plus

• Retainer

The default templates specified here are ignored when you assign any other template to the project in the Project screen.

You can change the invoice template that is associated with each type of contract. You can use pre-designed templates, a modification of an existing template, or one that you have designed yourself. To select a different default template, click to open the Invoice Selection screen. Here, you can preview the default template or select any other invoice template. Existing or pre-designed templates can be modified or new templates can be created in Crystal Reports. We strongly recommend that you rename the modified template to ensure the integrity of the original design. The default templates assigned here are ignored when templates are assigned to a project in the Project screen.

Default Statement Templates

This is where default templates used for statements are displayed. One default statement template can be selected for the following contract types, manual and retainer invoices.

• Fixed

• Hourly

• HNTE

• Marketing

• Overhead

• Percent

• Recurring

• RNTE

• Manual

Global template can be set for the retainer invoice and can be printed from the Project and Retainer Management screen. You can use pre-designed templates, a modification of an existing template, or one that you have designed yourself. The default templates assigned here are ignored when templates are assigned to the project in the Project screen.

To select a different default template, click to navigate to the file. When you find the report file, double click to make it the new default. Existing or pre-designed templates can be modified or new templates can be created in Crystal Reports. We strongly recommend that you rename the modified template to ensure the integrity of the original design.