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Can the invoice template be customized. Example I would like to put the customer's PO# on the invoice. Is there a way to do that?
Yes, we can definitely do that, roseroscoe44.
We can edit the content of your invoice template in the Custom Form Styles page then add the P.O. Number field. I'll be delighted to walk you through the steps in customizing it:
You can follow these steps to set your updated custom template as the default invoice template:
We can also apply the template upon creating the invoice. Let me show you how:
If you want to track all the invoices that are due on a particular day or date range, you can refer to this article in pulling up the report: Report of invoices that are due on a specific day.
I'm always here and ready to help if you have any other concerns or questions about customizing invoices. Don't think twice to tag me in the comment section.