You can customize the PDF version of a customer invoice so that the invoice can provide as much or as little information as you like. Customization can occur at the account level so that all customers will receive the same look and feel invoice. You can also override these account settings to provide a customized invoice to certain customers. This flexibly allows you changes as your customers change allowing greater efficiency while being able to make changes quickly to all or only certain customers.
To customize a PDF invoice, complete the following:
- In Stax Bill, in the left menu, click Setting > Financial > Invoice.
- On the Invoice page, click PDF Customization.
- On the PDF Customization page, edit the configuration.
- Click Apply.