Replies posted by Michael Green

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M
Beginner
Michael GreenBeginner
posted in Ask a Peer

More design options for invoicing needed

Good afternoon:Sorry for the 3 month pause in this thread. Here are the main issues I have:Because of our volume, it is imperative that the template be able to receive the summary data for the service rendered from the time being charged, automatically generate a services description (see first line below), show the write-off and bill.  For example:           Preparation of 2022 Federal, State & Local Tax Returns             5.27 Hrs               $848.60           E-Filing and Computer Charges                                                                                    40.00           Less: Courtesy Discount                                                                                             (288.60)           Balance Due                                                                                                               $600.00           I don’t see how this is possible in Karbon.Insert our phone and fax number in the bill head Insert a portion that shows th

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L
Beginner
5 months ago

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