customise Invoice???

John Saidi's Avatar

John Saidi

22 Nov, 2014 01:37 AM

Hi Guys, can't find anything in previous discussions but all I want to know is, can the wording be changed from the invoice and estimate
templates? e.g. from "Sales Invoice" to "Tax Invoice?" " Estimate to Quotation"???. Also is the logo space restricted in size? My picture keeps coming out too small.
 
Would appreciate your feedback!
 
Cheers
 
John.

  1. Support Staff 1 Posted by Mathew on 22 Nov, 2014 09:22 AM

    Mathew's Avatar

    Hi John,

    Yes, you can change any of the text labels that appear on your invoices.

    To do this on iOS, navigate to the screen that shows the invoice, then tap Edit followed by "Edit Fixed Content". You will then see a long list of settings, some for your business, some for the customer and a list of text labels at the bottom. You can set the text for any of these and the invoice will update.

    On the Mac app, bring up the invoice screen. On the top left you'll see a button marked "Show Field Editor".

    Note that these text labels affect all invoices (past and present).

    All the best,
    Mathew

  2. 2 Posted by John Saidi on 22 Nov, 2014 10:08 PM

    John Saidi's Avatar

    Brilliant Mathew! All sorted, great program for those who crave simpiliticty like myself!!
     
    Cheers!
     
    John.

  3. Mathew closed this discussion on 23 Nov, 2014 03:20 PM.

  4. John Saidi re-opened this discussion on 24 Jan, 2015 04:19 AM

  5. 3 Posted by John Saidi on 24 Jan, 2015 04:19 AM

    John Saidi's Avatar

    Hi Mathew, just a quick question, is it possible to increase the font size of the Easybooks? i.e. the whole interface, not just the customised invoice. I m using a large screen on an IMAC OS X Yosemite ver.10
     
    Cheers
     
    John.

  6. Support Staff 4 Posted by Mathew on 24 Jan, 2015 05:14 PM

    Mathew's Avatar

    Yes, in version 4 this is in the Easy Books menu under View.

    Mathew

  7. 5 Posted by John Saidi on 04 Mar, 2015 04:52 AM

    John Saidi's Avatar

    Hey Mathew, is Easy books version 4 an updated model of Easy invoice? All I want is to increase the size of the fonts in Easy-invoice, is downloading Easy Books the only way to achieve this? If so, will it disrupt or distort any data I may currently have?

  8. Support Staff 6 Posted by Mathew on 04 Mar, 2015 01:26 PM

    Mathew's Avatar

    You can download Easy Books from https://easybooksapp.com and try it out for free. If you're looking to migrate from Easy Invoice (which I don't support) to Easy Books you can do this via the Online Sync service.

  9. 7 Posted by John Saidi on 04 Mar, 2015 07:55 PM

    John Saidi's Avatar

    What do you mean by not support
    It? The merger of data? Or the program?
    Cheers
    John

    Sent from my iPhone

  10. 8 Posted by John Saidi on 05 Mar, 2015 02:07 AM

    John Saidi's Avatar

    Thank You once again Mathew, I do prefer the simplicity of Easy invoice.
    Cheers.

  11. Mathew closed this discussion on 05 Mar, 2015 08:22 AM.

  12. John Saidi re-opened this discussion on 03 Jul, 2015 04:04 AM

  13. 9 Posted by John Saidi on 03 Jul, 2015 04:04 AM

    John Saidi's Avatar

    Hey Mathew, hope you're doing well! Mate this recent update to easy books has the AUD. currency in front of the total price. Is there any way to de-active this? or any of the new sub-headings regards to tax.I don’t need it, I carry out my transactions in Australia.

     Cheers
     
    John.

  14. Support Staff 10 Posted by Mathew on 03 Jul, 2015 08:47 AM

    Mathew's Avatar

    Hi John,

    If you prefer not to see the currency, go into the "Show Field Editor" section where you set up the text fields and other details that relate to the invoice. You'll see a checkbox there to "Show Currency" which is on by default.

    Mathew

  15. 11 Posted by John Saidi on 03 Jul, 2015 11:53 PM

    John Saidi's Avatar

    Much appreciated mate!

  16. Mathew closed this discussion on 04 Jul, 2015 10:48 AM.

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