Overview
How to build your invoice details table that is detailed on page 2 onward on the agency invoice.
Article Sections
Choose Columns For Table
1. In the main menu select: Locations > Select Program.
2. Scroll to the bottom and press Edit in the Program Invoice Content & Format section.
3. Select the fields for your invoice details page/s. Please keep in mind that this creates a table and not all fields will work for all scenarios.
Grouping
4. If you want to show each and every session, set the grouping to Session and then Student.
Sorting
5. To ensure your sessions appear in date order ensure that Session Date is selected in the sorting area.
6. Exit the edit area and repeat for all necessary programs.
7. Reprint your invoice to see changes. It is not required to cancel and recreate the invoice for changes to appear.