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Mower2
September 11, 2019
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Adding Header & Footer on Emailed invoices

  • September 11, 2019
  • 1 reply
  • 0 views

Hi

I wanted to set up 2 different invoice templates.  One to print onto our letterhead within the office & the other with the company Header & Footer showing (to match the letterhead) , to email. (so interchangeable). 

How do i add a header & footer? (idiots guide please!)

 

Best answer by GeorgiaC

Hey Mower2,

 

 

I'm pleased you were able to follow those steps :)

 

You can remove the 'Review & Pay' option by changing the email to plain text formatting. To do this, go to the Gear icon > Accounts and Settings > Sales > Online Delivery and change 'Additional email options for invoices' to 'Plain text'. 

 

 

Thanks :) 

1 reply

G
GeorgiaC
September 11, 2019

Hi Mower2,

 

 

You can setup multiple invoice templates by going to the Settings Wheel > Custom Form Styles. 

 

To create an invoice to print on letterhead, select 'Edit' against the template, and on the 'Design' section select 'Edit print settings' and 'Use letterhead paper'.

 

To enter a header and footer, create a new invoice template (ensuring the option above 'Use letterhead paper' is not ticked) and select the 'Content' tab.

 

On the content tab, click into the header of the invoice preview to show and edit the header details, and select the footer of the invoice preview to view/edit the footer.

 

 

Hope this helps :)

    M
    Mower2Author
    September 12, 2019

    Thanks!

    Think that's worked. Not exactly as our letterhead but will do!.

    My only other issue is the 'review & pay' button, that appears when you send the invoice via email.  Our customers pay by bacs... so not paypal or card. But this button will confuse... can i remove?  I've put our account details within the body of the invoice. 

    Thanks again

    Karen

    G
    GeorgiaCAnswer
    September 12, 2019

    Hey Mower2,

     

     

    I'm pleased you were able to follow those steps :)

     

    You can remove the 'Review & Pay' option by changing the email to plain text formatting. To do this, go to the Gear icon > Accounts and Settings > Sales > Online Delivery and change 'Additional email options for invoices' to 'Plain text'. 

     

     

    Thanks :) 

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