Adding Text Areas to Invoice?

Kent Black's Avatar

Kent Black

24 Oct, 2013 11:43 PM

I know this should be easy but I need to add another text area after the table on my invoice, can you tell me how to do that, and can you add other text areas to the estimate?

Thanks,
Kent

  1. Support Staff 1 Posted by Seth B on 25 Oct, 2013 12:02 AM

    Seth B's Avatar

    Hi Kent,

    If you want to add text that's specific on an invoice-by-invoice, or
    estimate-by-estimate basis, you're limited to using the "notes" area for
    invoices, and "introduction text" and "terms" boxes on estimates.

    However, if you want to simply add text that will be on _every_ invoice or
    estimate you can edit the appropriate templates under the Settings >
    Template section.

    The standard invoice template is called "html_invoice", and the estimate
    one is "html_estimate". These are Liquid templates, as explained here:
    http://help.cashboardapp.com/kb/document-templates/introduction-to-cashboard-templates

    If you need assistance editing those templates or want me to add some
    standard text to your default templates just respond with what you'd like
    added and I can do it for you.

    Best,

    - Seth

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