This Help Article covers:
General/Overview:
There are two Layouts:
Default
Modern
Layout Examples:
Layouts are set at the Sales Document Preset(s) of Company Settings or the Invoice's Preview Settings.
⚠️ NOTE: Layouts give a "feel" to the document, to edit the content and how the Sales Invoice displays, see the Help Article "Document Setting Presets (Enter-Edit)"
To Select the Sales Invoice PDF Layout
Quick Flow:
Company Settings Side Menu
Correspondence Top Tab
Document Settings Expandable Section
Sale Presets Tab
Preset > Open
Layout > Select
[SAVE]
1. From the Side Menu, Press Company Settings, then Press Correspondence Top Tab to display the Document Settings Expandable Section
2. From the Document Settings Expandable Section, Select Sale Presets Tab to display the Sale Document Presets, then Press a Sale Document Preset to open
3. From the open Sale Document Preset, scroll to the "Layout" field and Press the Dropdown to display the options
4. Select the "Default" or "Modern" option, then Press [SAVE] to save the selection
💡 TIP: At the time of sending, a different Invoice Layout can be selected from the Settings popup of the Invoice Preview.