Invoice Editing: How to Change the Text Box

Go to Billing Manager > Tools > Invoice Styler.

Highlight/select the Invoice Style you want to change and click Edit.  If you are not experienced with editing invoices it is recommended that you call up the format first, make a copy by using File > Save As, and work on a copy first. There is no undo button, so if you make a mistake you can only fix it manually or exit the editor without saving the style.

Click on the Tab (at the bottom of the editor page) that contains the data/text box you want to modify such as Invoice: Data.

Click on the field that contains the text in the body of the invoice that you want to modify.

To modify the text, click on the field in the toolbar where it is displayed and edit it there. You should see your change displayed.

Click on File > Save to save your changes, and answer yes in your prompt to save the template.

Reprint an invoice using the Invoice Style that you edited to double check that your changes are reflected properly.

Please note that invoice formats are set up when the firm was initially installed with the formats that  the firm needed/requested at that time.  Invoice formats can be unique to each firm. Any editing of invoice formats after the initial installation is considered a billable service by Orion at our standard hourly rates and is not included in your standard maintenance and support.  If you need additional assistance on invoice formatting or a custom invoice style created, please contact Orion support to schedule this service.