Jolibiz POS Documentation

Invoice Settings

Table Of Contents

#

Mike, who runs a retail business named “Retail Haven,” wants to customize the invoice layout to better reflect his business branding and information needs.

Step 1: Access the Invoice Layouts Section #

  1. Navigate to Invoice Layouts:
    • Description: Go to the section in JoliBiz where you can manage and edit invoice layouts.
    • Example: Mike logs into his JoliBiz account, navigates to the “Settings” menu, and selects “Invoice Layouts.”

Step 2: Select the Invoice Layout to Edit #

  1. Choose the Layout to Edit:
    • Description: Find the invoice layout you want to customize and select the edit option.
    • Example: Mike wants to edit the default invoice layout used for his sales.
    • Action: Mike clicks on the “Edit” button next to the desired invoice layout.

Step 3: Customize the Invoice Layout #

  1. Edit Invoice Header:
    • Description: Customize the header of the invoice, which typically includes your business name, logo, and contact information.
    • Example: Mike wants to ensure his business name, “Retail Haven,” and logo are prominently displayed.
    • Action: Mike uploads his business logo and types “Retail Haven” in the business name field.
  2. Edit Invoice Body:
    • Description: Modify the main body of the invoice, including itemized lists, pricing, and tax information.
    • Example: Mike wants to add a column for product descriptions.
    • Action: Mike adds a new column for product descriptions and ensures all relevant information such as quantity, unit price, and total price are included.
  3. Edit Invoice Footer:
    • Description: Customize the footer to include terms and conditions, thank you notes, or additional contact information.
    • Example: Mike wants to add a thank you note and his business’s return policy.
    • Action: Mike types a thank you note and the return policy in the footer section.

Step 4: Preview and Save the Layout #

  1. Preview Changes:
    • Description: Before saving, preview the invoice layout to ensure it looks as expected.
    • Example: Mike clicks on the “Preview” button to see how the invoice will look with the changes.
    • Action: Mike reviews the preview to check for any errors or adjustments needed.
  2. Save Changes:
    • Description: Save the customized invoice layout.
    • Example: Once satisfied with the changes, Mike saves the new invoice layout.
    • Action: Mike clicks on the “Save” button to apply the changes.

Step 5: Set the Default Invoice Layout (Optional) #

  1. Set as Default:
    • Description: If this customized layout is to be used as the default for all invoices, set it as the default layout.
    • Example: Mike wants this new layout to be the standard for all sales invoices.
    • Action: Mike selects the option to set this layout as the default.

Final Step: Review and Test #

  1. Test the New Layout:
    • Description: Create a test invoice to ensure everything displays correctly with real data.
    • Example: Mike generates a test invoice for a recent sale to see the new layout in action.
    • Action: Mike checks the test invoice for any final adjustments.
What are your feelings
Updated on July 8, 2024