Report Preferences - Invoice Dialog

 

This dialog is available from the Options / Report Preferences... menu command under any Report window.

 

This dialog page allows you to specify preferences on how the Invoice report is displayed.

 

The message text can be specified, and a wide variety of fields can be inserted into the message text.  Fields can be inserted by pressing the Insert Field... button.  These fields are substituted with the appropriate values when displaying the report.  Fields are displayed in double square brackets within the message text.  Press the Reset Default button to revert the message text back to the default.

 

Whether or not to display a table summarizing the management fees is controlled with Show Management Fee Breakdown.  Choose the Options... button to select which fields to show in the management fee breakdown.

 

See Also

Invoice Report

Client List Dialog

Report Window

Report Colors

Report Headers

Report Preferences Dialog

 


Fund Manager Home