How to Configure Invoices
This tutorial will show how to configure the Invoice to you clients..
Adding Standard Text for all Invoices
From your dashboard, choose:
Options->General Settings->Company Details
In the 'Invoice Comments1' and 'Invoice Comments 2' boxes you can enter standard text that will appear on all invoices..
This would typically have your greeting, Payment Terms, Disclaimer info etc.. Hit 'Save' when done..
A sample invoice with the above standard text is shown a bit further in the document..
Adding Custom Information to Invoices
From your Dashboard, Choose:
Options -> General Settings -> Manage Invoice Configuration
Here you can select which fields you want to show on the Invoice..
Here you can also change the header/title of the Invoice..
Hit Save when you have selected the fields..
Let us look at a sample invoice with both of above settings..
As you can see above,
1) The title of the invoice shows as we put in settings above..
2) Product descriptions are shown along with the Product Name.. This is because we had selected the option: "Do you want to display Product Description on Invoice" in our settings above..
Lets take another example:
As you scroll to bottom of the Invoice, you see 'Invoice Notes'.. These are visible because we had selected the option: "Do you want to display invoice notes"






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