questions invoices

Melissa Higa's Avatar

Melissa Higa

07 Nov, 2016 11:21 PM

how do I edit invoice formatting like adding discounts per line? adding or taking away columns?

  1. Support Staff 1 Posted by Seth B on 08 Nov, 2016 01:22 AM

    Seth B's Avatar

    Hi Melissa,

    You can easily add discount lines, by using a negative dollar amount on an invoice line item. While we don’t support discounts on individual items, you can accomplish basically the same thing by creating 2 items — the first being the item, and the 2nd the discount applied to it (as a negative dollar amount).

    As far as taking away columns, currently you’d need to edit the “html_invoice” template under Settings > Templates to accomplish that, but we’re working on some new features that should hopefully eliminate that need in the future.

    For now, here’s a reference on editing those template: http://help.cashboardapp.com/kb/document-templates

    What columns in particular are you looking to remove?

    - Seth

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