Lesson #122
Setup – Invoice Headers function
Invoices in RB include a short descriptive title called the invoice header. Standard invoice headers are automatically generated based on the service items you select for each witness listed on an invoice. If the standard headers aren’t accurate enough to cover your billing requirements, you can create your own invoice headers.
You can enter your own headers on the fly as you generate invoices. Or if you think you will be reusing the same headers, set them up in the Invoice Headers function. Then you can quickly select the correct header for a witness from a drop-down when generating invoices, saving time and reducing errors.
Create & organize headers
Create as many invoice headers as you need to cover all of your business’s different billing circumstances. If you have multiple custom headers, organize them into Header Groups. Header Groups are categories of invoice headers, and are set up in Lists. By organizing your custom headers into header groups, you will save time locating one when billing.
Creating new headers is easy. They only require the header content and header group. The header group defaults to the system default (selected in Lists), so you might only need to enter the content.
If you are creating multiple headers in one sitting, use the Save & New option to stay in the new header window, eliminating extra clicks to get back into the window. It will also keep the same header group you used in the last invoice header saved rather than resetting to the default, so that could also save you time.
You can add, edit or delete invoice headers at any time. Headers are stored in the Invoice Header function, and the default lists all of your stored headers by Invoice Header Group. You can also view the list for a single group or multiple selected groups. Export the list as an Excel spreadsheet or CSV file to save, print, share, or use in other applications.
You can update the header content and/or header group for any custom invoice header. Or delete it if you don’t need it anymore.
Using custom invoice headers
After entering billing information to invoices in Turn In is when you would add custom invoice headers. You can apply the same custom header to multiple invoices at once. And use the Save and New feature to apply different invoice headers to different invoices without leaving the Set Invoice Headers panel in Turn In. Custom headers are listed in the drop-down by their invoice group, so you can quickly find the correct header by looking within its group only.
TL;DR: If RB’s default invoice headers are not enough, create and save your own custom headers to apply during Turn In.
RB concepts in this lesson
Header Group: Parent structure that contains related invoice headers as its children.
