invoices

How do I customize my invoice?

To customize your invoice:

  • Click the Gear icon on the top right corner of the page.
  • Select Templates.
  • Under the Invoices sub-module, hover our mouse over the template and click Edit.
  • You can edit the Template Properties, Header, Item Table, Total and Footer.
  • Click Preview to view your changes before saving them.
  • Click Save.
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