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Customising your invoices - Selecting a custom Invoice Header or Invoice Footer (#INVCUSTHDFT01)

Last updated:   Applies to:   In industries:   Of versions:   Special contents:
20151012 (Andy)   Pro, MultiUser, MultiSite, MultiView   Self Storage EditionMarina EditionVault Edition   9.3.2 (and higher)   n/a
  • Did you know that StorMan has several ways to edit invoices? Explore the various methods & pick the one that's best for you via #INVCUST01.

Customising your Invoice Header

  1. Select Maintenance, Invoice and Receipt Setup, then select the Invoice Header tab.
  2. If your system is currently setup to use the Default header design, change the dropdown to the Use custom Header (design it below) option.
  3. Click Edit Header to open the Invoice Editor (as shown below). How to use the Invoice Editor: #INVCUSTEDTR01. Edit invoice header

 

Customising your Invoice Footer

  1. Select Maintenance, Invoice and Receipt Setup, then select the Invoice Footer tab.
  2. If your system is currently setup to use the Default footer design, change the dropdown to one of the Custom options instead (either standard or large, depending on how much room you require; more on footer sizes: #INVSIF01).
  3. Click Edit Footer to open the Invoice Editor (as shown below). How to use the Invoice Editor: #INVCUSTEDTR01. Edit invoice footer
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customising the look of invoices, customizing the look of invoices, invoice customisation, invoice customization, invoice design, invoice style, change invoice, change the way the invoice looks, edit the invoice, edit invoice design

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