You can customize the PDF version of a customer invoice to provide as much or as little information as you like. Customization can occur at the account level so that all customers receive the same invoice look and feel. You can also override these account settings to provide a customized invoice to certain customers. This flexibility lets you adapt as your customers change, boosting efficiency and enabling quick changes to all or only certain customers.
To customize a PDF invoice, complete the following:
- In Stax Bill, in the left menu, click Settings> Financial > Invoice.
- On the Invoice page, click PDF Customization.
- On the PDF Customization page, edit the configuration.
- Click Apply.
Note: You can further customize what is displayed in the Overview section by turning off field visibility or renaming it to better align with your organization's naming conventions.