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October 20, 2020
Question

Can someone please assist us with changing our invoice layout?

  • October 20, 2020
  • 1 reply
  • 0 views
Attached is the invoice layout produced by you in February 2020 and an actual invoice sent to a customer from our Quickbooks. As you can see the invoice appears to cut off too soon and the payment details are set up on 2nd page. We have updated the invoice style as per attached document “Sadler1_SS” however, we would like to make a few more modifications and not sure how. We would like the second section of the invoice ie Invoice To, Invoice No, Terms, Date and Due Date move up two line spaces closer to heading. Also the product information to be moved up two line spaces closer to 2nd section and the final section ie payment details moved down two lines from balance due. Also when I tried to upload as template, the invoice number did not populate.

1 reply

Steven_Product Champion
October 20, 2020

Hi greg-sadler, 

 

I apologies but it looks like the attachment didn't come through with your message today. Overall our team is fully equipped to assist with modifying the invoice and assisting with the import. I hope you understand that for the quickest resolution you are best to reach out to our friendly support team who can do a screen share to go over template.

 

I encourage you to reach out to us by clicking here so one of my colleagues can resolve the upload errors for you.

 

Hope to hear from you soon,

 

-Steven