How to add payment information to an Invoice document
FollowAdd your company's payment details to your Invoice templates in Doc Designer, by following the below steps:
- From Unleashed's main menu, go to Settings, Company and select the Invoicing tab.
- In the Footer Details field, provide your company's payment details.
- Click Save.
- From Unleashed's main menu, go to Settings, Doc Designer and select Invoices.
- Use the Template Name dropdown the select the template you want to update. You cannot edit the Formal or Classic templates, see How to make Doc Designer templates editable.
- Select the Toolbox tab and go to Other Data.
- Drag and drop the Payment Details component into the Invoice template, which will add a Payment Details label and a Payment Details field to the template.
- Adjust the sizes, format and positions of the Payment Details components, as required.
- Click Save Now, then Publish.