The Invoice Preferences screen can be accessed from your dashboard by clicking on the vertical ellipsis [
] on your Invoices App and selecting Preferences.
This will take you to the Invoice Preferences screen:
When an invoice is created, you are given the option to print or email it to the customer or lead it's been assigned to.
Email Outgoing Activity Type: When an email is sent to the customer via the Email button, an activity is created. The activity type is set to this dropdown.
Email Notification Template: Email template used when clicking the Email button on the invoice, which sends an email to the customer. To edit this template, go to Method's Send Email App, and select Edit Templates.
Print Template: When the Print button is clicked on the invoice, a PDF file will be created and will use the invoice template chosen here.
SMS Notification Template: This is the template used for the SMS message that can be sent out from the invoice. To see a preview of what it will look like, click the Preview button. Note: Do not change
Company.CompanyNamenorUrlforPortal. Those will be replaced by your company name and a link to the customer's portal.
To edit an invoice template, you need to use Method's Web Report Designer tool and requires knowledge on how to use this tool. To get started, first copy a transaction print template.
NOTE: If a template dropdown is left blank, a default template is used.