You can easily manage and print invoice templates following these simple steps:
View and Manage Invoice Templates:
Navigate to the Settings page.
Click on Templates in the left sidebar.
Select the Invoices tab.
Here, you can:
View existing Invoice templates.
Import new templates - options are Default Invoice, Default Invoice (Simple)
Edit, duplicate, or delete existing templates.
Setting the Default Invoice Template
To select which template is used for printing invoices:
Go to the Settings page.
Click on Profiles in the left sidebar.
Edit the relevant lease profile (or create a new one).
Under Invoice print template, select your desired template.
Printing an Invoice
To print an Invoice:
Navigate to the Accounting > Tenants page.
Select the relevant tenant.
Click on the Transactions tab.
Find the invoice you want to print.
Click on the three-dot menu (•••) next to the invoice.
Choose 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.
