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Design invoice templates

It would be useful, as with Sage and Quickbooks, to be able to manipulate the invoice template with our own designs so we can add or delete fields as required

  • Guest
  • Jun 1 2018
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  • G B commented
    13 Oct, 2019 02:05pm

    Not a HTML programmer, but have managed to write instructions for making some of the most common complaints from clients.


    1]  How to get rid of that terrible light grey text on the Classic Invoice template (seriously Kashflow, why put barely readable grey on your invoices?)


    2]  Add text to top of invoice (like Mobile and Website).  It's a fudge, but it works.


    3]  Get rid of headers that clients do not wish to display, like Due Date and PO Number/invoice reference.

    Clients can't win with the Due Date.  If you set it to 0, then the feed matching does not work as it looks for dated between the invoice date and due date for matching.  If they do not give long credit, but set it to 30 days then they give the impression of credit terms.


    In case anyone is interested, I have attached them.

  • Guest commented
    8 Feb, 2019 11:56am

    I got one of my web developers to create ours - just need to find someone one who knows HTML and CSS. The problem is they are working blind as you wouldn't want to give them access to your Kashflow account. They send the HTML and CSS and you copy and paste into a new template on Kashflow.