Customizing Invoices

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?

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.