Form Builder - Invoicing Tables

Form Builder - Invoicing Tables

Purpose

  1. The purpose of this Knowledge Base Article is demonstrate how to add an Invoice Table using the Form Builder.
  2. These instructions apply to the Invoice Table Block in Form Builder in the Invoicing Module.
  3. These instructions include the Checklist (Inspection), Addendum (Inspection), Line Item, Discount, Payments, Refund, or Total "Invoice Value" Tables.

Video


Instructions


1.  Create a new form or select edit to edit an existing form.






2. Mouse over in the left margin at the current block and select the + sign to add a Table Block under the current Block.





3.  Select Checklist (Inspection), Addendum (Inspection), Line Item, Discount, Payments, Refund, or Total "Invoice value" Table from the dropdown menu.






4. Tune Options:
  1. Convert to Text, List, Quote, or Checklist (optional)
  2. Move up and down
  3. Delete (select the X 2 times).





5. Example Form displaying the Tables available in the Invoice Form Builder.
  1. Note: The table blocks will only appear in the printed form if there is data in the respective blocks.



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