Search our Help.

How to add payment information to an Invoice document

Follow

Add your company's payment details to your Invoice templates in Doc Designer, by following the below steps:

  1. From Unleashed's main menu, go to Settings, Company and select the Invoicing tab. 

  2. In the Footer Details field, provide your company's payment details. 

  3. Click Save. 


  4. From Unleashed's main menu, go to Settings, Doc Designer and select Invoices. 

  5. 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.

  6. Select the Toolbox tab and go to Other Data. 

  7. 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. 


  8. Adjust the sizes, format and positions of the Payment Details components, as required.  
  9. Click Save Now, then Publish.
Was this article helpful?
0 out of 0 found this helpful