Invoice Templates in Accoxi

User can select the available templates for different types of invoices and make it as default.

Invoice3

INVOICE TEMPLATES

An invoice is a bill — a document you send when someone owes you payment. ... Invoices serve important purposes for both the sender and the recipient. For the sender, they're a way to expedite payment by notifying the buyer of a balance due. A template refers to a sample document that has already some details in place; those can (that is added/completed, removed or changed, differently from a fill-in-the-blank of the approach as in a form) either by hand or through an automated iterative process

INVOICE TEMPLATES IN ACCOXI

ACCOXI enables the user select and view the invoice models in this settings. User can select the available templates for different types of invoices and make it as default .and click on update to save the changes and exit to close the window without saving.

Invoice Template

Invoice Templates
1.Invoices :

ACCOXI provides 2 types of invoice templates for the user. User can choose between these two according to their wish and needs

By clicking the default button it will become as the default invoice template for the transactions.

Invoices Template

By clicking preview user can see a large view of the selected invoice template

Template View

After making any changes to the invoice template use the update button to save the changes made

And click exit to close the window without saving the changes made

2.Credit notes:

ACCOXI provides credit note template for the user.

By clicking the default button it will become as default credit note template for the transactions.

By clicking preview user can see a large view of the selected invoice template

 

After making any changes to the invoice template use the update button to save the changes made

And click exit to close the window without saving the changes made

3.Purchase :

ACCOXI provides invoice template for the user.

By clicking the default button it will become as the default template for the transactions.

By clicking preview user can see a large view of the selected invoice template

 

 After making any changes to the invoice template use the update button to save the changes made

And click exit to close the window without saving the changes made

4.Debit notes:

ACCOXI provides invoice template for the user.

By clicking the default button it will become as the default template for the transactions.

By clicking preview user can see a large view of the selected invoice template

 

 

After making any changes to the invoice template use the update button to save the changes made

And click exit to close the window without saving the changes made

5.Delivery notes:

ACCOXI provides invoice template for the user.

By clicking the default button it will become as the default template for the transactions.

By clicking preview user can see a large view of the selected invoice template

 

After making any changes to the invoice template use the update button to save the changes made

And click exit to close the window without saving the changes made

6.Packing slip:

ACCOXI provides invoice template for the user.

By clicking the default button it will become as the default template for the transactions.

By clicking preview user can see a large view of the selected invoice template

 

After making any changes to the invoice template use the update button to save the changes made

And click exit to close the window without saving the changes made

7.Bill:

ACCOXI provides invoice template for the user.

By clicking the default button it will become as the default template for the transactions.

By clicking preview user can see a large view of the selected invoice template

 

 

After making any changes to the invoice template use the update button to save the changes made

And click exit to close the window without saving the changes made

8.Sales order:

ACCOXI provides invoice template for the user.

By clicking the default button it will become as the default template for the transactions.

By clicking preview user can see a large view of the selected invoice template

 

 

After making any changes to the invoice template use the update button to save the changes made

And click exit to close the window without saving the changes made

9.Estimate:

ACCOXI provides invoice template for the user.

By clicking the default button it will become as the default template for the transactions.

By clicking preview user can see a large view of the selected invoice template

 

 

After making any changes to the invoice template use the update button to save the changes made

And click exit to close the window without saving the changes made

10.Purchase order:

ACCOXI provides invoice template for the user.

By clicking the default button it will become as the default template for the transactions.

By clicking preview user can see a large view of the selected invoice template

 

After making any changes to the invoice template use the update button to save the changes made

And click exit to close the window without saving the changes made

Frequently Asked Questions?

01How do I change my invoice template?

  • Click on settings =>preferences=> invoice template
  • Select invoices
  • Enable the preferred invoice template type by putting tick mark under the corresponding template
  • Click on save

02How can I view my default invoice template?

  • Click on settings =>preferences=> invoice template
  • Select invoices
  • Click on preview under the corresponding template to view invoice template