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User Guide / Payment – Invoice / How to change invoice and receipt template?
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  • How to change invoice and receipt template?
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  • How to Merge Invoices?
  • How to Activate Merge Invoice Function?
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  • How to add an additional discount to the invoice
  • How to add multiple discounts on the item of invoice
  • How to add a percentage discount on the item of invoice
  • How to add flat discount on the item of invoice
  • How to Filter by Subsidiary in Invoice Module
  • How to use Filter by Branch in Invoice Module
  • How to void an Invoice in Flavor CRM
  • How to edit an unpaid invoice
  • How to edit a partially paid invoice
  • How to delete Fully Paid Custom Invoice
  • How to delete a Fully Paid Invoice
  • How to view a client’s Custom Invoice?
  • How to access Auto-generated Invoice?
  • How to create a Custom Invoice
  • How to use the invoice tab? Connected with Schedule System
  • How to use invoice module filters?
  • How can I delete the invoice?

    • Introduction

    In this article you will know as to how to change the invoice and receipt template.

    Step 1

    1. Go to the Payment from the left-side menu of the Flavor System.
    2. Click on Settings icon button.
    3. An Action popup will appear on your screen.
    4. Click on invoice configuration option.

     

    Step 2

    1. It will navigate you to the Invoice configuration page.
    2. Click on the Subsidiary configuration tab.
    3. Choose the Subsidiary from the dropdown.
    4. Under the Download Invoice Template choose the Simple Invoice Template. 

     

    Class Invoice

    Step 3

    To view the simple class invoice template follow the steps.

    1. Go the Payment listing page.
    2. Under Class Invoice tab, click on any class invoice.
    3. It will navigate you to the Class invoice view page.
    4. Click on the Download icon button.
    5.  Open the downloaded file and can view the effect.
    6. When you email the invoice and download it, then also you will get the changed class invoice template.

     

    Downloaded Class Invoice

     

    Class Receipt

    Step 3

    To view the simple class receipt template follow the steps.

    1. Go the Payment listing page.
    2. Click on Receipt Tab.
    3. Under Class Receipt tab, click on any class receipt.
    4. It will navigate you to the Class receipt view page.
    5. Click on the Download icon button.
    6.  Open the downloaded file and can view the effect.
    7. When you email the receipt and download it, then also you will get the changed class receipt template.

    Downloaded Class Receipt

     

    Custom Invoice

    Step 4

    To view the simple Custom invoice template follow the steps.

    1. Go the Payment listing page.
    2. Under Custom Invoice tab, click on any class invoice.
    3. It will navigate you to the Custom Invoice view page.
    4. Click on the Download icon button.
    5.  Open the downloaded file and can view the effect.
    6. When you email the invoice and download it, then also you will get the changed Custom Invoice template.

    Downloaded Custom Invoice

    Custom Receipt

    Step 3

    To view the simple Custom Receipt template follow the steps.

    1. Go the Payment listing page.
    2. Click on Receipt Tab.
    3. Under Custom Receipt tab, click on any class receipt.
    4. It will navigate you to the Custom Receipt view page.
    5. Click on the Download icon button.
    6.  Open the downloaded file and can view the effect.
    7. When you email the receipt and download it, then also you will get the changed Custom receipt template.

    Downloaded Custom Receipt

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