invoice template

Kim Banks's Avatar

Kim Banks

16 Jul, 2013 07:06 PM

Hello, I'm in the trial phase of using Cashboard and so far everything is great - a couple glitchy things but overall I think it's a good solution for my business except for one small issue... the invoice layout.

I don't want the invoice to show the columns for quantity, price per, flat fee... just the final total... if possible.

Can I customize that section and if so, how?

Thanks!

  1. Support Staff 1 Posted by Seth B on 16 Jul, 2013 07:31 PM

    Seth B's Avatar

    Hi Kim,

    All of our document templates are editable under Settings > Templates.

    They use standard HTML / CSS language, and the reference for them can be found here: http://help.cashboardapp.com/kb/document-templates

    Modifying your template to hide the columns you mentioned shouldn't be too difficult. If you're not able to I'd be more than happy to do that for you once you become a paying customer.

    Best regards,

    • Seth
  2. 2 Posted by Kim Banks on 16 Jul, 2013 07:58 PM

    Kim Banks's Avatar

    Thanks Seth, good to know that I can change it up once I finish the trial.

  3. Support Staff 3 Posted by Seth B on 16 Jul, 2013 08:06 PM

    Seth B's Avatar

    Kim, just to clarify - you can change it yourself now - but if you'd like
    _us_ to do it, we'd be happy to make these minor alterations once you
    become a paying customer.

    Best,

    - s

  4. 4 Posted by Kim Banks on 16 Jul, 2013 08:10 PM

    Kim Banks's Avatar

    Thanks Seth, I do understand and am thankful someone will be able to help
    me customize it further once I signup.
    I managed to do some customizations already but haven't been able to get
    that bit to work.

    No worries, I'll make the request again once I've signed up.

    Thanks for the quick response!

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