![]() See Printing an Editable Invoice for more information. Click Print > Edit to print a draft invoice.Click Save or Save > Save and Close to save your changes.The date that displays on the invoice cannot be updated at this point.Ĭlick one or more of the following options: Note: If you edit the invoice date during upload, only the date in the Practice database is updated. Verify that the invoice date on the Upload Invoice window matches the invoice date on the edited invoice, and then click Upload.Locate and select the edited copy of the invoice, and then click Open.In Practice, locate the invoice on the Invoices, Clients, or Projects list, and then click Actions > Download/Upload > Upload invoice.Make the needed changes to the downloaded copy of the invoice in Word or Acrobat®, and then save your edits.Note: The default file name of downloaded invoices is Invoice. Click Save, select the location where the invoice should be saved for editing, and then click Save again.This final invoice date will not update when you final print. ![]() Enter the final invoice date to be printed in the invoice header.Click Actions > Download/Upload > Download PDF document. Files downloaded as Word documents are in a DOCX format. Click Actions > Download/Upload > Download Word document. Select one of the following, depending on which application you want to edit the invoice with:.Click next to a client or project to display the invoices for that client or project.Click either the Clients or Projects tab.Open Dashboard, click Application Links on the navigation panel, and then click Bill WIP under Billing & Invoicing.Note: You can also access invoices from the Clients or Projects list. Locate the invoice on the Invoices list.See Editing Invoices for more information. Prepare the invoice by making billing decisions and adding or modifying the invoice components as needed.To use the advanced editing mode, do the following: Removing the image can change where text is placed on the invoice. Images that are inserted as links will be removed from the rendered invoice. Images in your invoices, including images inserted using Word or Acrobat®, must be inserted as embedded objects.Invoices edited in Word or Acrobat® and then uploaded to Practice display a icon next to the status column on the Invoices list.Once you edit an invoice in Word or Acrobat®, you cannot change the billing decisions or other selections in Practice without losing the edits made outside of Practice. Tip: Edit the invoice in the Practice invoice editor to get it as close as you can to the final invoice format before downloading it for editing in Word or Acrobat®. If needed, you can revert back to the original Practice-generated invoice after editing the document in Word or Acrobat®. Reimporting the invoice ensures that you have a record of the final invoice that was sent to the customer. After completing your edits, the modified invoice is imported back into Practice for final printing and posting. This feature gives you full control over the appearance and content of your invoice. The advanced editing mode allows you to use Microsoft® Word or Adobe® Acrobat® to edit an invoice that was created in Practice. Editing an Invoice in Microsoft® Word or Adobe® Acrobat®
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