A well-designed document helps the customers/readers to understand the information more quickly and easily. So Invoice Office is here for you to design a professional document with a collection of templates. Here is a guide on how you can create or manage the documents in Invoice Office. On your dashboard, “Go to Settings > Document > […]
Choosing a design template for your particular customer is easy with Invoice Office. Follow these steps: Here you go on “Customer” and open your particular customer. Then you navigate to Customer Settings. Here you can navigate to your “Settings > document design settings” in the left pane. We have multiple types of documents like invoice documents, Order confirmation documents,
Choosing Design Template for a particular Customer. Read More »
With Invoice Office, you can easily use your customized document for your invoices. Follow these simple steps. On your dashboard, just click on sales > Invoices On your invoice page, start adding the customer details. If you want to change your document design, then click on the folder icon (marked on the screen below) then choose
In this post, learn how you can adjust the document table line height. Follow these quick steps Step 1: Go to Settings > Document Design Step 2:- Hover on the table, then you will see icon to change your style. Click on this “Style” icon. Step 3:- Adjust the “Row padding” according to the required table line height. Click on save to finalize the document.
Changing label name to your documents is very simple. Follow the steps below to know how to change the label name to your documents. Step 1: Go to Settings > Document Design Step 2:- Click on “Modify Fields name values” under “Fields name & values”. Step 3:- After click on “Modify Field name & Values”, you will redirect to a pop-up, from this
Adding Logo to your documents is very simple. Use your personal or company logo to ensure the professional appearance of the invoice. Follow the steps below to know how to add a logo to your documents. Step 1:- Click on Settings > Document> Document design in the upper-right corner of the main menu. Step 2:- Click on the logo under document
Adding signature & footers is the best way to close your invoice in a professional manner. Now you can fully customize your invoice with personal signature or company contact details. Follow the instructions below: Step 1:- Click on Settings > Document> Document design in the upper-right corner of the main menu. Step 2: Click on the footer section
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