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Fee Notes & Donations

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lynsay

07 Mar, 2015 10:24 PM

As an accountant, I prefer to issue 'fee notes' rather than sales invoices. A few of my clients are solicitors who also would prefer to issue fee notes. Similarly I have a couple of charities on my books who receive donations and would like to use easybooks to log these and send a 'thanks for your donation' on the receipt. Are there any plans to make the sales invoice and receipt editable to accommodate solicitors accountants and charities?

1. Support Staff 1 Posted by Admin on 08 Mar, 2015 09:51 AM

   

   Hi Lynsay,

   I think I have a solution for your question.

   There are per-business settings for all the text labels you see on an invoice. So for example, you could change the "Sales Invoice" label to read "Fee Notes" or just "Invoice" if you wanted to. Similarly, the text "Received with thanks" can be changed to "Thanks for your donation" as well. Note that this is a per-business setting though, so it could be that the charity sometimes wants "received with thanks" and sometimes "thanks for your donation". I don't have a way to quickly select them apart from typing the text in manually.

   To edit these texts on iOS, open an invoice by tapping on a sale, then tapping on the "Send" button. You should see the invoice presented in its PDF form. There should be an "Edit" button at the bottom. Tap this followed by "Edit Fixed Content". This gives a scrollable list of settings such as the customer details, business details and the text labels at the bottom. Each of these can be changed and the invoice will update with the new text.

   I hope that helps,
   Mathew

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2. 2 Posted by lynsay on 08 Mar, 2015 10:24 AM

   

   Perfect! Thank you :)

   Regards,
   Lynsay Bennett

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3. Admin closed this discussion on 08 Mar, 2015 11:10 AM.