FAQs in this section
What is an Invoice?
How to create an Invoice?
Can I share an invoice?
Can I print an Invoice?
How to add a product or service to an invoice?
How to add a new section to an invoice?
How can I create a sales order from an invoice?
How can I create a purchase order from an invoice?
How can I create a subscription from an invoice?
Can an invoice have multiple payments?
What are the different Statuses in an Invoice?
Can I change the template of an invoice before printing it?
Table of Contents
Yes, you can customize the template for a specific Invoice from the following:
- The Settings widget
- The Print Purchase Order screen
- From the Settings widget in the Summary view. Follow these steps to change the template:
- Click the Menu icon.
- Go to the Inventory tab.
- Select the Invoices module.
- Open any invoice record.
- In the Summary View, Click the Settings widget.
- Click the Template Applied dropdown.
- Choose the template.
- From the Print Purchase Order screen. Follow these steps to change the template of a PO:
- Click the Menu icon.
- Go to the Inventory tab.
- Select the Invoices module.
- Open any invoice record.
- Click the More button.
- Click the Print icon.
- Select any template from the list of all available templates.
- You can perform any of the below options to view the applied template on the invoice document:
- Edit & Export- You can edit the document and export the invoice to your local system.
- Email with PDF- You can email the invoice record as a PDF to the vendor.
- Print- You can print the invoice document and keep a hard copy.
- Save as PDF- You can save the invoice document as a PDF on your local system.
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