Disclaimer
All screenshots in the article were taken in the Dutch version of Yuki.
When setting up your invoice layout, several options are available that allow you to personalize the appearance of your invoices.
The layout determines what the invoice looks like, what data will be printed on it, where the address block will appear and what will appear in the accompanying mail.
The following invoice layout settings can be entered or changed:
Each setting is described in detail in a separate article. |
Access to settings
All settings for your invoice layouts are centralized within your domain and divided into logical categories.
To access these settings:
- click on the Settings icon in the navigation bar
- Then click on Sales settings in the now-opened screen
- scroll to Invoice layouts.
Create and change invoice layouts
To change an existing invoice layout, click on the line of the corresponding invoice layout.
To create a new invoice layout click on the + New Layout button.
Set Page layout
The page layout options allow you to customize the text printed directly below the invoice block. This provides an excellent opportunity to include important payment instructions or other notices to customers.
Step 1: click on the 3 (Page layout footer) button at the bottom left of your screen. The following screen is opened:
Here you can enter text that will be printed directly below the invoice block, for example: "Please pay the total amount to account 12345678".
TIP!
To add a line space (blank line) in the footer, use the html code <br>. This helps to structure your text for better readability.
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