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When you have an invoice that has been confirmed (or posted), you will have the following options available from the drop down menu of the Print Tax Invoice button.
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Detail / Full Detail
The Detail invoice layout will show the invoice with all the details on the front page. This is great for invoices that do not have many lines or are ‘one pagers’.
The Full Detail layout is the same as the Detail but also includes the Trust Statement at the end of the invoice.
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Step 3: Once you are happy with your Invoice, save and confirm it.
Step 4: Print the invoice using the But Say Invoice Layout from your drop down list. The suppressed But Say Invoice is loaded by default but we can change it if required.
See Examples below for the Suppressed and Non-Suppressed versions.
Non-Suppressed But Say Invoice
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Suppressed But Say Invoice Layout
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Step 4: Print the invoice using the customised Invoice Memo Only Layout (This is not enabled by Default, please contact the HelpDesk to assign this to your Invoice list)
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Step 5: Send out your Invoice!
Customised Invoices
If there is a change you want made to customise your Invoice, please contact the Wise Owl Legal HelpDesk and we will endeavour to work with you to update your invoice to your specifications.
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