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Invoice Setup - Tab 2: Invoice header (#INVTAB201)

Last updated:   Applies to:   In industries:   Of versions:   Special contents:
20151009 (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.

Invoice Setup - Tab 2: Invoice header

Invoice Setup - Tab 2
  • The header dropdown near the top of the window allows you to select whether you wish to use the Standard (StorMan) header, a Custom header, or no header at all.
  • The second dropdown lets you specify where to display the invoice header. By selecting Email Only, you can ensure that your header displays on emailed invoices (PDF files) but not printed invoices; a handy setting if you print onto letterhead paper.
  • Only show the header on PDF invoices, if enabled, will tell StorMan only to generate the header image on PDF invoices (invoices that you would email). Select this option if you use a pre-printed letterhead in your printer.
  • The Custom Header Preview section towards the bottom of the window shows a preview of the custom header that you currently have setup in the system, regardless of whether you have it selected for use or not (see first bullet point; above).
  • InvHeader, when clicked, will open the invoice header design tool.

 

 


 

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