Objectives
- Customize E-invoicing Template
Steps
From the main menu of the Money module, click on Settings from the Advanced drop-down list.
The admin will be guided to a page where he will be able to set up money module settings including the Invoices.
From the Invoices section, click on the Invoice Templates hyperlink. Invoice templates are used in the exported form of the Invoice.
From the List of Templates Per Entity page, you will be able to add templates from Add New Template hyperlink, customize, rename or delete the existing templates.
Once you click on "Add New Template", a small window will appear to enter the template name, select the entity, and choose ZATCA layout.
First, from the Properties tab, you can customize your template's layout, font, and second language.
Then, from the Header tab, you will be able to upload your logo by simply clicking on "Upload Logo " and selecting the logo of your company and managing its position.
From the Body tab, you can customize the Styles, Invoice Margins, choose the invoice Title, and select the Invoice information that you want to show on your invoice.
Additionally, you can show other information such as Entity Currency, Notes, and so on, manage the tables' order for expenses, time logs, and services, as well as time entries settings.
Finally, 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!
