Customizing Invoices

[callpath]

How do I customize invoices or service tickets in CommitCRM? How do I upload my company logo or change the layout? Is there a layout designer for CommitCRM that is similar in function to the one in QuoteWerks or QuickBooks?

[Support Team]

Yes you can customize such forms and reports using the built in Report Designer.

In short - you copy the form that you currently use and then customize it using the designer tool.

For detailed information on customizing reports, please use the links below.

* Reports Designer User Guide
* Reports FAQ

When it comes to uploading your logo -
Please visit Tools > Options > Reports tab and configure it there.

Hope this helps.