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Add Mobile number and website headings to the Sales Invoice Template

The standard sales invoices templates only have tick boxes for Telephone and Email (Clean and Classic).

Most invoices nowadays will also have Mobile number and Website details, but your templates only have ticks for Telephone and Email.  Just about every client we have set up has complained about this (and yes if you know CSS or HTML you can add it yourself, but I don't).

  • G B
  • Jun 14 2019
  • Acknowledged
  • Attach files
  • G B commented
    13 Oct, 2019 02:09pm

    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.