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?
Announcement
Collapse
No announcement yet.
Customizing Invoices
Collapse
X
-
callpath
- 14
Customizing Invoices
-
Support Team
- 7532
Re: Customizing Invoices
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.
Comment