Invoice Report Settings

Set to Yes to be able to show and capture the Service Date field on each Invoice line items. This field can be added to the printed invoice.

Set to yes to enable a field to be used to capture a third party for the invoice. for example billing a Partner on behalf of their Customer.

Enter the text to be shown on the Invoice form for the Bill on Behalf of field.

Select the record to be used for the Bill on Behalf of field. The options are the Gravity Customer Table or the Microsoft Account table.

When sending emailed Invoices, a user can be selected as the sending party. Example: A user such as "[email protected]" can be set as the sending party.