The text on an Invoice header and footer can be altered within the default settings, however it is also possible to update it directly on the invoice without updating the system settings first.
This can be done within a New invoice or an existing invoice.
Add New Header Text
1. Create a New Invoice or open an existing Invoice.
- If it is a New Invoice, enter in the appropriate details then continue to step 2.
- For an Existing Invoice, click the drop-down arrow on Invoice Options (top left corner of open invoice), then select Re-Run Customer Details and then continue to step 2.
2. Next to Header, click the Plus sign.
3. Click Add New Record.
4. Click in Phrase Text and type the desired text.
5. Check the Default Phrase option to set it as is the new default phrase. (Optional)
6. Click Save.
7. Select the text to apply from the list provided.
The header will update to reflect the change.
Note: To change the Footer text, select the Plus sign next to Footer at Step 2.
Delete Header/Footer Text
Header and Footer text can only be done in the default settings.
1. Click the Settings cog (top right corner), then select ePrint MIS.
The window is arranged with a navigation pane on the left-hand side of the screen.
2. Click Content Management, then Phrase Book.
3. In the list of Phrase Book options, click the plus symbol next to Invoice.
4. Click Invoice Header, click on the associated red (delete) cross checkbox besides the Footer phrase to be deleted.
Note: More then one item can be selected by clicking in each checkbox OR click the Select All items checkbox as displayed below, then click the drop-down arrow and choose Delete Selected.
5. Click OK at the confirmation prompt, the successful confirmation message will be displayed.
Note: The header and footer text can be customised in any Estimate or Job in the same manner, that is, when generating the estimate/invoice or when editing an existing estimate/job.
If you have any further questions, please contact Support.