Can I change the template of an invoice before printing it?

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:

1. Click the Menu icon.
2. Go to the Inventory tab.
3. Select the Invoices module.
4. Open any invoice record.
5. In the Summary View, Click the Settings widget.
6. Click the Template Applied dropdown.
7. Choose the template.

The new template will be applied to the invoice document in the Summary View.

• From the Print Purchase Order screen. Follow these steps to change the template of a PO:

1. Click the Menu icon.
2. Go to the Inventory tab.
3. Select the Invoices module.
4. Open any invoice record.
5. Click the More button.
6. Click the Print icon.
7. Select any template from the list of all available templates.
8. 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.

To know more about Invoices, click here.