How to set up the customised footer for the Invoice & Statement?

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• How to Update/ Change the footer of the invoices?

  You can change the header of the invoices by following the steps below: Step 1: Income Tracker -->> Setup -->> Customize bill. Step 2: Footer Member Income -->> Update the footer as per your requirement -->> Scroll down -->> Click 'Save changes'.

• How can the Customized Footer be modified for specific invoices?

  If you need to include specific notes for particular invoices, you can utilize the following option. While it may not be required in most instances, if you encounter a unique scenario, such as the need to collect emergency funds, you can provide an ...

• How to update Footer - Utility Income & Non-Member Income?

  You can update the Footer - Utility Income & Non-Member Income invoices by following the steps below: Step 1: Income Tracker >> Setup >> Customize bill. Step 2: Footer - Utility Income/ Non-Member Income >> Update the footer as per your requirement ...

• How to setup the body of the email for Invoice & Statement?

  Please follow the steps below to setup up the body of the email for Invoice & Statement: Step 1 :- Go to Admin -->>Income Tracker -->> Payment Follow Up tab. Step 2 :- Click on Tax Invoice & Statement -->> Scroll to the bottom -->> Click on Setup ...

• How to edit the member Invoice Amount/Invoice Date of the invoice.?

  Once an invoice is created, it becomes a legal document, and as an administrator, you won't be able to edit the invoice amount, invoice date to maintain the integrity of financial records. However, we can guide you on the appropriate steps to make ...