Invoice Template Customization
Default Invoice Templates
You have the option to use one of the six provided invoice templates. These templates cover a range of standard formats suitable for various invoicing needs.
Custom Invoice Creation
If the default templates do not meet your requirements, you can create a custom invoice template. Here's how:
Customization Options
You have several components that you can drag and drop to customize your invoice:
- Headers: Add and position header information.
- Details: Include details such as client information, invoice number, and date.
- Tables: Insert tables for itemized lists and services.
- Calculations: Add sections for calculations like subtotal, tax, and total amount.
- Signatures: Include signature fields for authorization and approval.
- Remarks: Add any additional remarks or notes.
Steps to Create a Custom Invoice
Drag and Drop Components:
- Select the components you want to include in your invoice from the customization options.
- Drag and drop each component to the desired position on the template.
Save the Template:
- Once you have positioned all the components, save your template by giving it a unique name.
This customization process allows you to tailor your invoices to your specific needs, ensuring that all necessary information is clearly presented and professionally formatted.