Customer Information in Transactions

You can control what information of your customer is displayed in your sales transactions.

Let’s take the example of an invoice.

Invoices that you send to your customers have a certain template. You can edit the format of your invoice using this template. Here’s how:

• Go to Settings.
• Select PDF Templates under Customisation.
• Click Invoices.
• Choose a template or click + New.
• If you are using a new template, click Use This after selecting it, then click Use This again to confirm.
• Or, click Edit on the template, if you are using the already existing template.
• Select the Header tab on the left side of the page.
• Scroll down and select Organization Address Format and Customer Address Format.
• Click Insert Placeholders and select the fields that you want to display on your transaction. You can even add additional content by typing in the placeholder box.
• Click Save to save the changes and Preview to review the document.
• After confirmation, click Save again.
• Select this template as your default by clicking the Settings dropdown next to the template and selecting Set as Default.

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