Where to Find Our Template for Invoicing

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Ssechrist2865
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Where to Find Our Template for Invoicing

Post by Ssechrist2865 »

I cannot locate where to find our custom template for invoicing when we send out renewal notices. Please see attachment. I need to change the heading or title on this.
Thank you for any help you can provide.
Attachments
Fwd_ Thank You For Your Order - newwestrealty1@gmail.com - Gmail.jpg
Fwd_ Thank You For Your Order - [email protected] - Gmail.jpg (87.14 KiB) Viewed 1150 times
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Dave
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Re: Where to Find Our Template for Invoicing

Post by Dave »

Customizing your template is something that we can do for you. Please provide instructions and we will address this for you.
Ssechrist2865
Posts: 182
Joined: Fri Sep 15, 2017 6:33 pm
Website: www.brcdenver.com

Re: Where to Find Our Template for Invoicing

Post by Ssechrist2865 »

I did address this with Chopper this morning. However, we would like to have control over the templates. Why are we not able to go to a specific place and customize these templates? We would like access to this.

Thank you for you help.
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Pichamon326
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Re: Where to Find Our Template for Invoicing

Post by Pichamon326 »

Information on editing system templates can be found here: https://www.allprowebtools.com/System-E ... Web-Pages/
The system template for the unpaid invoice is: "[SYSTEM] - Email Invoice"

Information about changing invoicing templates can be found in this video:

Ssechrist2865
Posts: 182
Joined: Fri Sep 15, 2017 6:33 pm
Website: www.brcdenver.com

Re: Where to Find Our Template for Invoicing

Post by Ssechrist2865 »

I asked Chopper Wawatta during a Support Zoom call to update the heading on the invoice, and he said he get that changed. How can I see the final product of what was changed?

Thank you.
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Chopper326
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Re: Where to Find Our Template for Invoicing

Post by Chopper326 »

The answer was given to you above by Pichamon
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