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 Currency.
VAT No.
VAT Rate.
Address.
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 Customer Success Manager or Account Manager for guidance.