Objectives
- Customize invoice template
Environment
- Money Module
Procedure
From the main menu of the money module, upon clicking on the accounting, a drop-down list will appear, click on the settings.
The admin will be guided to a page where he will be able to customize invoice templates in App4Legal.
Invoice templates are used in the exported form of the Invoice.
You will able to add new template from "add new template" hyperlink , to rename existing template, edit or delete.
Once you click on "add new template" , you will be redirected to page to enter the template name and select the entity.
From the header tab, you will be able to upload your logo by simply clicking on "Upload Logo " and select the logo of your company.
You have a notes section where you can add all the company information such as the registration number, the address, email and phone number.
From the Body tab, you can customize the styles, choose the title name, and select the Bill to information that you need to appear on the invoice.
You can also select the invoice information, the line items order for expenses, time logs and items, and if you want to include the notes section in the invoice or not.
From the Footer tab, you can show the page number and add a footer to your template.
