Hey team! Do you want your invoices to look like the example below?!
If you do, continue reading this 'how-to' guide!
Step 1. Navigate to 'Accounts' then click on 'Invoices' or 'Quotes'. Now find and click on the Invoice or Quote that you would like to edit before sending off to your customer.
Step 2. Once you are in the selected Invoice or Quote, click the 'Preview & Send' drop-down menu, then click 'Print Options'.
Step 3. Click on a section heading as shown below
Step 4. Tick the check boxes as per the below screenshot, then click 'Done'
Step 5. Click the 'Apply' button
Step 6. Now to preview the changes you have made, click the 'Preview & Send' drop-down menu, then hit 'Preview'!
Step 7. This is a preview of what your Quote or Invoice looks like when you send it to your customers.
Tip: Would you like your Quote or Invoice to look like this but without the detail? See the below screenshot on how to do this - it's easy!