Child pages
  • How to customize invoice template?




Versions Compared

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

Objectives

  • Customize invoice template template (Add template/ upload your logo/ manage template details...)

Steps

Invoice Templates could be configured from the Invoices settings. Therefore, Click on Billing→ Advaned→ Settings from the main menu.

Image AddedFrom the main menu of the Money module, click on Settings from the Advanced options.

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 Invoice 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 can add templates from Add New Template hyperlink, customize, rename, or delete the existing templates.

...

You can also select the invoice information, the line items order for expenses, time logs, bill items, and services, time logs settings, Invoice summary, and upload signatures as well.

Image RemovedImage AddedImage Added

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

...