You can update template settings and formats in the following sections of Inventions: Default Invoice Emails, and Invoice PDF: Default Format.
Default Invoice Emails
Previewing a Default Template
Click on the Preview button to view the template and see what it looks like.
Replacing a Default Template
- Select the desired template from the Template drop-down list.
- Click Save.
Invoice PDF: Default Format
Previewing a Default Format PDF
Click on the Preview button to view the template and see what it looks like.
Replacing a Default Format PDF
- Select the desired template from the Template drop-down list.
- Click Save.