Where can I find the “My Templates” section
The “My Templates” section is located in the billing area of the platform. This is where you can create and […]
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How do I add a specific field to a client’s invoice, for example, a PMB number
To add a specific field to a client’s invoice:
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Can I update a paid invoice with a different template
No, once an invoice has been marked as paid, it cannot be updated with a different template. However, if the
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Are there any items on the template that cannot be changed
Yes, certain fields on the template are automatically populated from the system during billing and cannot be altered. These include:
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Can I add a logo to my template
Yes, you can personalize your template by adding a logo. To do this:
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