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  • How to customize invoice template?




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Objectives

  • Customize invoice template

Environment

  • Money Module 
  • template 

StepsProcedure

From the main menu of the money Money module, upon clicking on the accounting Accountant, a drop-down list will appear, click on the settings Settings.

The admin will be guided to a page where he will be able to customize invoice templates in App4Legalsetup money module settings including the Invoices. 

From the Invoices section, click on Invoice Templates hyperlink. Invoice templates are used in the exported form of the Invoice.

You will From the List of Templates Per Entity page, you will be able to add new template from "add new template"  hyperlink , to rename existing template, edit or delete.   Add New Template hyperlink , rename , edit or delete existing template.

Once you click on "add new templateAdd New Template" , you will be redirected to page to a small window will appear to enter the template name and select the entity. 

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From the Footer tab, you can show the page number and add a footer to your template. 

For more information about App4Legal, kindly reach out to us at help@app4legal.com.

Thank you!