Add or delete document data

In invoice software, managing document data effectively is crucial for maintaining accurate financial records and streamlining invoicing processes.

The document data always varies per customer or invoice. In the below image, you can see that you have different details to add such as customer number, VAT number, delivery date, specifications, references, etc. All this data can be easily removed and added as per invoice requirements.

Here is the step by step instruction guide on how to add or remove data in an invoice document.

Step 1:- Click on Settings > Document> Document design in the upper-right corner of the main menu.

Step 2:- The document design page will appear as shown below. Now, Click on the “Document” section. In the right side, Select or de-select the desired data and options. “Save” the document

Step 3 : “Save” the document

Now, Open a new invoice and you will see that the selected options are enabled and deselected options are disabled.

In this way, you can add or remove data in any invoice document. Regularly updating and cleaning document data helps maintain the integrity and efficiency of your invoicing system, ensuring that your financial records are accurate and up-to-date.