View and Manage Invoice Templates
Click your profile menu.
Click Settings.
Click Templates.
Select Invoice.
Here, you can:
View existing Invoice templates.
Import new templates, including Default Invoice and Default Invoice (Simple).
Edit, duplicate, or delete existing templates.
Set the Default Invoice Template
To select which template is used for printing invoices:
Go to Settings.
Click Profiles.
Edit the relevant lease profile, or create a new one.
Under Invoice print template, select your desired template.
Save your changes.
Print an Invoice
Go to the Tenants page.
Select the relevant tenant.
Click the Transactions tab.
Find the invoice you want to print.
Click the dropdown menu next to the invoice.
Select Print.
A new tab will open displaying the printable invoice.
Invoice Template Contents
The Invoice template includes:
Invoice number
Invoice line items with:
Quantity
Description
Amount
Total Due at the bottom of the document.
