Where can I customise the information that appears in the Invoice for PDF
Jason Bragg
When I want to issue a PDF Invoice I want to cusomise some things so the Invoice suits my business.
Sometimes the Org settings work but other time I need to adjust things per Itinerary or per Invoice. Some things customers have mentioned include:
- Add address to appear on the Invoice
- Combine all invoices to display Total due with Balance due. Important when issuing Deposit invoice and also with washup invoices.
- Refresh Terms (customise terms for this invoice) when Terms are updated for an old itinerary.
Add your vote and include your feedback in the Comments.
Sina Zimmermann
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open
F
Fond Chinchilla
A duplicate report of the Itinerary Summary called "Invoice" with same content would be appreciated, with company info as suggested by others.
N
Net Peafowl
Exporting an itinerary summary as additional to an invoice is not a solution, it is a must to have the feature of creating a detailed pricing breakdown invoice, allowing all services, including agent commissions, to be clearly itemized. Currently, the system only allows manual entry of the total cost, without the option to include a full breakdown.
R
Right Penguin
Is it possible to add : the adress of the company and organisation number (it's mandatory)
R
Right Penguin
I have noticed that the adress of our company and organisation number who are mandatory on invoice document are not displayed on the invoice.
R
Right Penguin
i used to remove the terms in the invoice (after the payment)
Jason Bragg
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under review