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.
The address bar link is : /?system_setup&op=displayForm§ion=PurchasesSetup
Navigate to the INVOICE SETUP page clicking the Setup gear icon and finding Invoice Setup under the FINANCE heading.
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.
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.
To add or change the Logo displayed on the Invoice PDF, click SELECT FILE to upload the image to display.
Click SAVE to commit the changes to the system. Navigate to the Invoices page and select View Invoice PDF to view Invoice PDF.
