How to customize the Prime and Sub invoice template

Section 1: Download and revise a new template In Microsoft Word

1. Download one of the new templates listed here. You'll use these as the basis for a custom invoice template.
   
   Prime Invoice - Fixed Lump Sum Templates: 
   
   • PrimeInvoice-FLS-ItemDetails_ForModification
   • PrimeInvoice-FLS-ItemsSummedByCostCode_ForModification
   • PrimeInvoice-FLS-ItemsSummedByDivCode_ForModification
   • PrimeInvoice-FLS-ItemsSummedByOwnerCode_ForModification
   
   Prime Invoice - Cost Plus Templates:
   • PrimeInvoice-CostPlus-ItemsSummedByOwnerCodeGMPRetainage.dot
   • PrimeInvoice-CostPlus-ItemsSummedByCostCodeGMPRetainage.dot
   • PrimeInvoice-CostPlus-ItemsSummedByDivCodeGMPRetainage.dot
   
   Prime Invoice - Unit Price Templates:
   • PrimeInvoice-UnitPrice-ItemDetails_ForModification
   • PrimeInvoice-UnitPrice-ItemsSummedByCostCode_ForModification
   
   Sub Invoice - Fixed Lump Sum Templates:
   • SubInvoice-FLS-ItemDetails_ForModification
   • SubInvoice-FLS-ItemsSummedByCostCode_ForModification

2. Open Microsoft Word.
3. Click File, Open and select the template you downloaded in step 1.
   Optional:
   
   1. Open an old invoice using Microsoft Word.
   2. Copy elements from the old invoice to the new template as needed.
4. Make your template changes.
5. Save the template and close Microsoft Word.

Section 2: Upload the Template as Custom Detail Report Template

1. Login to Corecon as an admin.
2. Click Settings (gear icon), Templates and Reports, Detail Report Templates.
3. Click Upload at top right.
4. Select the appropriate Feature.
   IMPORTANT: Be sure to select the correct feature and format that matches the mail merge table in the template. For example: Prime Invoice - Fixed Lump Sum - Items Summed by Job Cost Code.
5. Enter a name for the template.
6. Select the template that you customized in Section 1.
7. Click Upload at the bottom.

Section 3: Preview an existing invoice with custom template

1. Open existing Prime Invoice or Sub Invoice.
2. Click the Reports drop-down and select Prime or Sub Invoice Detail Report option.
3. Select the Format.  Example: Prime Invoice - Items Summed By Job Cost Code.
4. Select the custom template that was uploaded in Section 2.
5. Select the Export option: Word or PDF.