In this article: |
How do I edit the invoice layout?
You can customise your invoice layout to suit your setting. For example, you can
Add your setting's logo.
Edit the header and the footer of the invoice.
Add direct debit information (in 'Advanced Invoice Settings').
Show or hide the bill-payer's balance.
To edit your setting's invoice layout, you'll need the 'Manage Financial and Occupancy Settings' permission enabled.
To do this:
Log in to the app.
Click Settings, then Finances.
Next click on 'Invoicing' and scroll to the bottom of the panel to the right until you see the section called 'Invoicing layout' (as below).
Here you can make the changes as described.
Click 'Save layout changes' when you've finished.
I need more help:
|