How to edit or amend an invoice template

In order to amend your invoice template, go to the settings zone.  Please note you’ll require admin permissions to amend an invoice template.  Contact your company administrator if you don’t have the necessary permissions.

Select Output Templates (visible on the right hand side of the screen)

Select the relevant invoice template from the output template options - see 'Stock Invoice Template' below

Click on the 'Pages' tab

You’ll then see the relevant pages for your template displayed on the right hand side of the screen under the Included section

You’ll Click on template title 'Demotel Invoice' to access the template editor below

Edit or amend the template as required by clicking into the box and adding/removing the relevant information.

Once complete select the blue save button at the bottom of the screen to update your invoice template.

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Author: Michelle Livingstone