Hi Guys, how do you change the columns in a invoice template? Thanks Des
Hi Guys, how do you change the columns in a invoice template? Thanks Des
3 answers
I’m not to sure what you mean – You can just edit them as you like. Give me an example of what you’d like to do and I can help better.
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d.byrn
February 5, 2016
Thanks. Sorry for the lack of clarity. -
The invoice has column headings for Item, Quantity, Rate ans Description. Can I change these headings?
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for example UD Account Number, Compnay, Unit Price, Total
Ah, ok no you can edit them but if for example you want not to display the Qty or Rate you can do so by editing line items.
You can edit line items, by clicking Line Items from the drop down in ‘Line Item’, on invoice creation, or by clicking on settings.
Hope that helps.
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Hi Peter, if I understand correctly I cannot modify the heading of ITEM - correct?
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Yep. You can't modify the headings
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Ok thanks
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Peter, last one - how do you delete a line item?
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PS we are a new customer. Just transitioning since 1/1
Sure no problem – Just click the red bin icon.
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Sorry my English - I mean a new master items that appears on the drop down item list
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Sorry I don't know what you mean - What's the English word above the drop down?
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If it's "Item", you can edit them by clicking on Invoice Settings > Line Items
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when you Add New Item, it is persistent and re-apprears for other invoices. I want to delete an item from the drop down menu under item on the invoice.
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Yep just follow what I said. You can control line items in Invoice Settings > Line Items.
Thanks -
got it thanks
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Cool - Enjoy.