By On Mar 21, 2019 Free Templates
Only users with administrator access rights can create invoice templates directly from an invoice. Create or open an invoice. Change the content of notes before invoice rows and notes after invoice rows if needed. The text in these fields will be saved to the invoice template also. Open invoices Settings tab. Change the Invoice template settings as you like them to be. Then select Save as organization template and give a name for the new template. Click Save to save changes and new template.
Get paid: With PayPal Invoicing, your clients will have payment options beyond what is normally offered by other invoicing apps. They will automatically be able to pay you online using their credit or debit card, PayPal account, or PayPal Credit. Tip: PayPal Invoicing can get businesses paid fast. In a recent study, 79 percent of businesses using PayPal Invoicing reported that they received payment within a week.2 That is much faster than traditional offline invoicing. Watch our 2-minute video and see how easy it is for you to customize and send invoices, and how easy it is for customers to pay.
Open accounts or cases report and use report filters to limit results as needed. In the beginning of each result row a checkbox is visible if you have access rights to edit the account or the case. Mark all the rows that you wish to update. From the Action-menu select Change invoice template, then choose which invoice template is updated to the marked rows. Click update to finish.
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