Create Your Customizable Invoice Template for it Seamlessly

Customizable invoice template for IT

[Music] hi in this video we will show you how to customize invoice templates from the billing module settings under invoices choose invoice templates you will be directed to the list of templates per entity page where you can customize rename clone or delete an existing template or add a new one click on the add new template enter the template name select the entity and choose the standard layout as a starting point you can manage everything related to the page layout and font from the property section from the header section you can choose what information to display at the top of it for instance you can upload a new logo change its location and show or hide it the following section is where you can add your firm's general information such as the company's name registration number address phone number website and so on from the body tab you can customize the style such as the font size and color of the invoice information table and invoice margins you can also give the invoice a title in multiple languages and choose whether to display it or not Additionally you can customize the invoice information to display precisely what you want such as the matters name tax number invoice number due date and more you can also create your own section of details from the custom tab with the ability to insert invoice information as placeholders you can also append matter and invoice custom fields and manage the line items order for expenses time logs Bill items and services Additionally you can manage here the appearance of of time log settings invoice summary and upload signatures as well finally from the footer tab you can show the page number and add a footer to your template for more information about lexer kindly reach out to us at help at lex.com [Music]