The templates may be defined under your HTML templates -
Click Options and then click Manager
Click Documents and select HTML Templates
Find the invoice you wish to edit
Click the Edit icon
Make your changes
Click the Save icon
⚠️ Important: Please proceed with caution as if you do change it and it then is changed incorrectly, we would have to get the Professional Services team to correct that for you, which would be a chargeable service.
You can also change some elements under Options ; System Settings ; System Owner ; Details tab such as:
Default Invoice Terms
Company Logo
You can also change some elements under Options ; System Settings ; System Owner ; Invoices tab such as:
Bank Details
Payment Terms (text)
Footer
Download Format
Include Timesheet Documents when Emailing Invoices
Total Email attachment size limit when Emailing Invoices (MB)
📌 Note: The invoice will use the:
Client Terms (days) on the client Billing Tab if completed
Default Invoice Terms from System Owner details tab if the Client terms (days) is not populated
The Payment Terms from System Owner Invoices tab is also added to the invoice if it is populated
If you would like help with making changes to your invoices, please speak to your Account Manager or Customer Success Manager for guidance.