Forum Message

Invoice Template Customization Inquiry

have been scrolling through forum Q&As and note adverse comments about invoice column IDs.
We're converting from paper to digital and wanted to copy over our doc layouts as Solar templates so customers see no differences (and we can carry on with our familiar methods).
Is that possible ?
or if not directly possible, can the Solar templates be significantly moved about so they become almost same as our design ?

and - I assume importing our logo is no problem ?


Posted by Derek Tarrant on May 30, 2019 5:10 PM BST

Hi Derek,

Yes you can import your logo into Solar Accounts by clicking menu Setup >
Logo.

You can adjust the layout of the invoice page template, but I don't think
our system is flexible enough that you will be able to match the exact
layout of your existing invoices - sorry. To try for yourself click menu
Setup > Page Layout > Invoice Template.


Posted by Solar Accounts Customer Support on May 31, 2019 12:19 PM BST