• HOME
  • TRENDING
  • FEATURES
  • CONTACT
Fortix
  • HOME
  • TRENDING
  • FEATURES
  • CONTACT

Knowledge Base

Home/Knowledge Base/System Features

Setup Details displayed on Invoice PDF

  • Author: Marianne

The information shown on a PDF invoice comes from the Invoice Setup form. This article explains where to find the settings to display the following, but not limited to this list. Customer Company Name, Customer Contact Person Name, Contact Code,  Invoice Item Name, Invoice Item Description, Client PO in Invoice PDF, Product Code in Invoice PDF, Job/Quote ID in Invoice,   Job Reference in Invoice, Delivery Address in Invoice PDF, Printed Date in Invoice PDF, Payment Terms in Invoice PDF,  Payment Link in Invoice, Registration Form Branch Logo, Registration Form Branch Details.

Profile Fortix - Google Chrome

The address bar link is : /?system_setup&op=displayForm&section=PurchasesSetup

Navigate to the INVOICE SETUP page clicking the Setup gear icon and finding Invoice Setup under the FINANCE heading.

Profile Fortix - Google Chrome

The INVOICE SETUP form opens. Scroll down to the Invoice PDF (Default Invoice Template) area to choose the options to display on the Invoice PDF.

Profile Fortix - Google Chrome

Click the “Yes” radio button to display the following, but not limited to this list. Customer Company Name, Customer Contact Person Name, Contact Code, Invoice Item Name, Invoice Item Description, Client PO in Invoice PDF, Product Code in Invoice PDF, Job/Quote ID in Invoice,  Job Reference in Invoice, Delivery Address in Invoice PDF, Printed Date in Invoice PDF, Payment Terms in Invoice PDF,  Payment Link in Invoice, Registration Form Branch Logo, Registration Form Branch Details.

Profile Fortix - Google Chrome

To add or change the Logo displayed on the Invoice PDF, click SELECT FILE to upload the image to display.

Profile Fortix - Google Chrome

Click SAVE to commit the changes to the system. Navigate to the Invoices page and select View Invoice PDF to view Invoice PDF.

Profile Fortix - Google Chrome

Spread the word:

  • Share
  • Twitter
  • LinkedIn
  • Email
  • Google

Related

Tagged:ClientContact CodeContact PersonCustomer CompanyDate in Invoice PDFDelivery Address in InvoiceDescriptionDetails. RegistrationForm Branch LogoID in InvoiceInvoice ItemInvoice Item NameJob Reference in InvoiceJob/QuoteLink in InvoiceNameName CustomerPaymentPayment TermsPDFPDF InvoicePDF PrintedPO in InvoiceProduct Code in Invoice PDFRegistration Form BranchSetup

Trending

  • Blue Jeans Talk

    Blue Jeans Talk

    15 September 2020
  • Are you there yet?

    Are you there yet?

    28 July 2020
  • Where do you want to be 3 months from now? Part 1.

    Where do you want to be 3 months from now? Part 1.

    28 July 2020

Categories

  • Community
  • Features
  • Partnership
  • Services
  • Trending

© 2020  Fortix | Terms of Service

loading Cancel
Post was not sent - check your email addresses!
Email check failed, please try again
Sorry, your blog cannot share posts by email.