Purpose of this procedure:
To modify the visual appearance of the invoice (e.g., colors, fonts, table formatting, addition of the company logo) to align with the organization’s identity or to meet business requirements.
Steps for Change: #
Step One:
From the program’s main interface, scroll to the bottom of the screen (left or right side, depending on the interface layout), locate the “Settings” icon or option ⚙️, and click on it.
Step Two:
From the settings menu, select “Invoice Settings” or “Invoice Preferences.”
Step 3:
From the invoice settings page, click on the “Invoice Templates” or “Invoice Designs” option.
Step Four:
A list of all existing invoices will appear. Select the invoice you wish to edit (e.g., the default invoice), or select “Add” to choose a new invoice.
Step Five:
After selecting the invoice, click on the “Designs” or “Customize” option. From the list of available designs, choose the one you want (e.g., a standard outgoing invoice design, a simplified tax invoice, or a design that includes the company logo).
Step 6 (Final):
Scroll to the bottom of the page, then click the “Update” button to save the changes.
Step 7:
A green confirmation message will appear at the top of the page, reading:
✅ “Updated Successfully”.
