Objectives
- Customize invoice template
Steps
From the main menu of the Money module, upon clicking on the Accountant, a drop-down list will appear, click on the Settings.
The admin will be guided to a page where he will be able to setup 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.
From the List of Templates Per Entity page, you will be able to add template from Add New Template hyperlink , rename , edit or delete existing template.
Once you click on "Add New Template" , a small window will appear 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.
For more information about App4Legal, kindly reach out to us at help@app4legal.com.
Thank you!
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