Define the default structure for new invoices. Toggle columns, manage sections, and set up reusable line items. Individual invoices can still override.
Columns & Layout
Name / Person
PO Number
Charge Code
CLIN
Sections
Attachments
Default Line Items
These rows pre-populate every new invoice. Amounts are filled in at invoice time. The user can still add, remove, or reorder rows on each invoice.
📎 Attachments
📄
Travel Receipt — Mar 4.pdf
128 KB
Ref #1
📄
Software Invoice — Acme Tools.pdf
84 KB
Ref #2
➕ Drop files here or click to upload
Invoice Defaults
Pre-fill header values on new invoices. All can be overridden per invoice.