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From the main menu of the Money module, upon clicking on the Accountant, a drop-down list will appear, click on the Settings click on Settings from the Advanced options.
The admin will be guided to a page where he will be able to setup set up money module settings including the Invoices.
From the Invoices section, click on Invoice Invoice Templates hyperlink. Invoice templates are used in the exported form of the Invoice.
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From the List of Templates Per Entity page, you will be able to can 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 . Enter the template name and , select the entity, and choose the Standard layout.
First, from the Properties tab, you can customize your template's layout and font.
Then, from the Header tab, you will be able to upload your logo by simply clicking on "Upload Logo " and select selecting the logo of your company.
You have the Firm's Description section also where you can add all the company information such as the registration number, address, email, and phone number.
From the Body tab, you can customize the styles, choose the title nameinvoice Title, and select the Bill to information that you need want to appear show on the invoice such as the matter name, invoice number, dates, and so on.
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. services, time logs settings, and upload signatures as well.
Finally, from the Footer tab, you can show the page number and add a footer to your template.
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