I can help you with making your invoice details visible to your customers, @Mitch98.
To achieve this, you can review the invoice template you used. You'll need to ensure that all the necessary information is displayed.
Here's how:
- Go to the Lists menu and select Templates.
- Choose the invoice template you used. Or, you can create a new one by clicking the Templates dropdown button, then New.
- You can use the basic customization window to add your logo, change fonts and colors, and change company and transaction information. Click Update Information to apply any changes.
- Select Additional Customization to add or remove the items from the header, columns, or footer. You can also select the Layout Designer button to move or resize items on the form.
- Once you're done, click OK.
- Select Print Preview to confirm the details displayed to your customers. If everything looks good, click Close.
- Hit OK.
For more detailed information, you can visit this article: Use and customize form templates.
After reviewing and customizing your invoice template, you can send the invoice to your customer. Ensure that you have selected the adjusted template in the Create Invoices window. Also, it's important to note that the invoice will be attached to the message as a PDF file.
When your customer pays for the invoice, you can use this informative article as a guide to receive the payment: Record an invoice payment.
I'm still available to back you up if you have other concerns besides emailed invoices. Feel free to leave a reply to this thread. Stay safe!
