How to Update/ Change the Header of the invoices?

How to Update/ Change the Header of the invoices?

You can change the header of the invoices by following the steps below: 

Step 1: Go to Income tracker -->> Set up -->> Customize Bill -->> Against Header Update the details as per your requirement. 

This includes information such as the Homeowners Association/Facility Management Name to be displayed on the bill, address, and other association information.

 Step 2: Scroll down and go to the section “Invoice Footer” -->> Update the footer as per your requirement -->>  Scroll down -->> Click 'Save changes'.



    • Related Articles

    • 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 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 ...
    • How to change the unit for a User?

      Please follow the steps below to change the unit for a User: Step 1 : Go to Units & Users -->>> Approved Users. Step 2 : Click on the name of the user for whom you want to update the unit information and click 'Edit Profile'. Step 3 : Scroll down to ...
    • How to post a multi-line invoice for a single unit?

      Please follow the steps below to post a multi-line invoice for a single unit: Step 1: Navigate to Income Tracker -->>> Member Income -->>> Search for the unit -->>> Click on "Invoice." Step 2: Proceed to Post Multi-Line Invoice -->>> Select the ...
    • How to change the due date for raised invoices?

      Any changes in the Grace period of Late Payment Interest will not be effective on the generated invoices. The due date has to be changed in generated invoices also. Changing the due date for invoices can very much be done at your end. Step 1: Login ...