Configure the Invoice Template

To configure your invoice template, go to Configurations > Configurations.

Then click on the Customize tab. From here, you can choose your templates:

• Invoices template;
• Quotes templates;
• Delivery forms template;
• Purchase orders template;
• Purchase receptions template;
• Statement template;
• Emails template;
• Cheques model.

Click on Save. 

Once you've chosen your invoice template, you can further customize it for a Branch. Select the Branch tab and click on the branch you want to make changes.

The information displayed on the invoice is taken from the branch in the Customization of Documents tab.

You can modify the following information: 

• Text to display at the bottom of invoices;
• Text to display at the bottom of quotes;
• Text to display at the bottom of purchase orders;
• Text to display at the bottom of delivery notes.

Click on Save. 

In the Numbering tab, you will have the following information:

• Prefix on sales numbers;
• Prefix on quotes numbers;
• Prefix on invoices numbers;
• Prefix on purchases numbers;
• Prefix on PO numbers;
• Next sale number;
• Next quote number;
• Next invoice number;
• Next purchase number;
• Next PO number.

Click on Save. 

For invoice messages, it is also possible to add one specifically for a client in the Term written on invoices by clicking on Client > Client and select a client file.

Then, click on the Terms tab.