Invoice templates in ST are simple RTF documents. You edit them in MS Word. That means you can set your own corporate style, insert your company logo, and arrange things any way you like. Inside the RTF document are special tags ST uses to fill in the client information and time and expense data. Make sure these tags are pasted without special style, so ST can find them.
scroll down for video
Here are some tags you can use in the RTF invoice template.
|[INV_SUBTOTAL]||Total, before taxes|
|[INV_TOTAL]||Total, after taxes|
|[INV_TAX_RATE]||Percentage of tax on goods and services|
|[INV_DATE]||Date the invoice was produced|
|[INV_PO]||Purchase order number|
|[INV_TERMS]||NET30, or other payment terms|
|[INV_PROJECT]||The project this invoice was billed against|
|[INV_SUBSYSTEM]||The subsystem this invoice was billed against|
|[INV_USER]||The user the time and expenses belonged to|
|[INV_NOTE]||Note to display on the invoice|
|[INV_STARTDATE]||Starting date range for time and expenses|
|[INV_ENDDATE]||Ending date for time and expense records|
|[INV_TASK_DETAIL]||A pre-built block that describes all the time logs|
|[INV_EXPENSE_DETAIL]||Pre-built block of expense records|
|[INV_TAXID]||Federal tax id of the consulting firm|
|[INV_ADDRESS]||Address of consulting firm|
|[INV_CLIENT]||Client name and address, displayed anywhere you like|
|[INV_TASK_TOTAL_ACTUAL]||Total hours for all time logs|
|[INV_TASK_TOTAL_CLIENT]||Calculated time log cost to client|
|[INV_TASK_TOTAL_SALARY]||Calculated cost to consulting firm|
|[INV_EXP_TOTAL_DISTANCE]||Total distance for all mileage records|
|[INV_TASK_]||Prefix for any time log field|
|[INV_EXP_]||Prefix for any expense field|
|[INV_EMBED_RTF:]||Prefix for embedding a report into the invoice|
As a consultant, you send client invoices for the work you do. Those invoices include time and expenses.
They’re important to you.
And you want them to match your corporate style.
That’s where Standard Time® can help.
The Standard Time consulting app has customizable invoices. Actually the invoice templates are simple RTF documents.
Place your company logo and address anywhere you like. Set the fonts and styles to match your corporate image.
Standard Time does the rest.
- It fills in the client address
- The time and expenses
- The totals
- And all the other information
You just save the final invoice as a PDF and email it to your client. Easy!
Did you know there’s a free 30-day trial?
Click Download to try it.