Invoice templates are found in the Accounts -> Generate Invoices page.
Invoice templates are used as the basis for generating the invoices for members. Once an invoice is generated, updating the template does not retrospectively update the previously generated invoices. Therefore updating and editing the template should be done before any generating of invoices.
There are 2 printable invoice templates and one email template, all of which can be edited using the Edit button. See this separate article about Editing the email invoice template.
The two invoice templates are named:
- Invoice 1
- Invoice 2
These are identical, but can be edited independently. Which is useful if you need slightly different content for some of your members, for example, because of different membership type.
The Edit page allows the following to be modified:
- Letter Template Name (Not shown on print, used in the menu on the previous page)
- Title (A)
- Fees info (B)
- Top text (C)
- Right text (D)
- Bottom text (E)
The example below illustrates the corresponding areas on the print:
And another comparison:
On the Edit page, click on the existing text inside the box to make changes.
If you copy and paste text from another document, you may find unwanted formatting is carried over. Select the text in question and click the Clear formatting button to remove the formatting and return the selected text to plain text.
Font sizes can be changed by selecting the text and then clicking the Font Sizes button.
Other standard text formatting tools are found in the buttons presented at each box.
Click Save when finished.
The Cancel button does not display a warning and will discard any changes.