Invoice & Credit Formats

Invoice formats are used to define which invoice form is used for a specific invoice method when using Raise Invoice and Credits or when printing off a invoice manually.

If these formats are left blank you will be prompted to select a standard form for all invoices when printing an invoice.

Setting up a Default Invoice Form

To set a form against an invoice method:

Next to the delivery method, click in the box and select a form.
Click Confirm.

Removing a Default Invoice Form

To remove a form that is allocated against an invoice method:

Select a Form Name.
Type Enter. The form's name is removed from the list.
Click Confirm.