Setting up a custom date format in an invoice template
If you wish to customize how Billings displays the date in an invoice, you could do so by manually adjusting the settings in an invoice template. For example, you could set the date field to show date as dd/mm/yy, or mm/dd/yy, or something like Saturday, January 5, 2008 11.30 A.M or any other custom format of your choice. The changes you make are applicable only to the specific template you have modified. Once you are done, you can save the template and apply the style when you generate the invoice.
To set up a custom date format in an invoice template
- Choose Design > New Invoice.
- Enter a name for the invoice. Click Next.
- Select 'Use a existing layout or report as the starting point.' Highlight a layout from the list. Click Next.
- If you wish to change the default paper size, click Change.
- If you don't want to change any page layout settings, click Next.
The Report Designer window opens.
- Double-click the field where you want to edit the date.
The Edit Dynamic Text sheet opens.
- In the Formatter menu, choose the date format that is most appropriate. Here, you could select one of the built-in formats such as Short Date, Medium Date, Long Date, Short Date / Time, or any other format.
- If you wish to set up your own custom date format, choose Custom Date/Time and enter the format. Click OK.
For example, %d.%m.%y is the format for displaying date as dd/mm/yy.
- Close the Report Designer window and save your changes.