Create Headers and Footers for Invoice Templates

Overview

If required, you can create different headers and footers for your invoices which can then be used in individual invoice templates. If you're confident writing HTML code, you can do this yourself. Otherwise, please contact our Support team for assistance. 

Create Headers and Footers for Invoice Templates

To create a new header or footer:

1. Go to Config > Invoicing > click Headers or Footers > Create New Invoice Header/Footer.

2. Enter the name of the header or footer. This should be easily identifiable so it can be selected from a drop-down list when you create your invoice template.

3. Enter the HTML code in the HTML box.

4. Click Save.

Cloning Headers and Footers

To clone a header or footer:

1. Go to Config > Invoicing > click on Headers or Footers.

2. From your list of available items, click the ‘Clone’. When you click ‘Clone’, a new screen will open to Create Invoice Header or Create Invoice Footer, copying across any HTML code from the item that you have cloned.

3. Name your new invoice header or footer.

4. Amend the HTML code as needed.

5. Click Save.