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Invoice (Send Invoice with cover page information)

JackiejvrJackiejvr Member Posts: 1

Hi,

Please help me?

How can I make a standard Invoice cover page for all my clients with the following information to send on each outgoing Invoice?

Good day,

Find attached your Invoice for payment.

Please send proof of payment to .....@.co.za, to Reconcile your account.

Feel free to contact me, should you require any further information.

Kind Regards,

in Sales & Invoicing Technical Support

Comments

  • BarsinBarsin Member, Moderator Posts: 2,041 ✭✭✭

    Hey there @Jackiejvr

    Thanks for reaching out in the community and welcome!

    The only universal customization can be found under Settings > Invoice customization. Unfortunately you cannot add covers to your invoices however you can add footers and notes to your invoices here.

    You can also download the invoice as a pdf and attach them to your emails with your own preferred copy. Let us know if you have any other questions and we'd be happy to help :smile:

  • mjcharles2ndmjcharles2nd Member Posts: 2

    I'd like this feature as well. On my invoices I'm required to provide a signed letter attached to each invoice. If I could include an image, I'd be able to do so of my signature and use the send to customer feature. Right now i have to download merge PDf and send outside of the system.

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