Invoice Layout

You can customize the invoice layout by going to Admin -> Billing -> Company Options -> Formatting -> Invoice Format.

There are several options available to show or hide various info and columns.

You can add special messages in the header and footer, insert your logo, customize the layout for the sold to and ship to sections, and upload a background PDF to use as a base if you'd prefer to have your own invoice template used while the system drops in line item details and totals.

Custom Table Layouts (Invoices, Quotes and Order Confirmations)

Invoices, quotes and order confirmations each have their own custom table layout, which controls the line-item columns printed on the PDF. All three are set in Admin -> Billing -> Company Options on the Formatting tab:

• Invoices: open Invoice Format, check Use Custom Table Layout, then set the columns in Invoice Table Layout.
• Quotes: open Quotes, check Custom Table Layout, then use Quote Table Layout. The quote layout can also include Line Date, Item Code and Taxes columns.
• Order Confirmations: open Order Format, check Custom Table Layout, then use Order Confirmation Table Layout. The available columns are Ln #, Line Date, Quantity, Shipped, Item Code, Description, Quantity Price, Unit Price, Taxes, Discount, Compare Price Level, Total, and up to three Empty Columns.

For each column you can show or hide it and set its width and font size. The Taxes column prints one column for each sales tax on the document.

If you'd like additional adjustments to your invoice, please contact support@nolapro.com, and we can customize the invoice to your specifications.