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B
brooke18
December 15, 2020
Question

I would like to create a Tax Invoice with customised fields which are industry specific

  • December 15, 2020
  • 1 reply
  • 2 views
No text available

1 reply

Rebecca_A Product Champion
Rebecca_A Product Champion
December 15, 2020

Hi brooke18, 

 

Do you have an example of what you'd like to add? 

 

We have the option to add Custom Fields to our in-built invoice templates or you can Import your own template. 

 

Thanks, 

Rebecca 

B
brooke18Author
December 15, 2020

Hi Rebecca,

Thank you for your reply so quickly!

Please see the attached proforma in Excel; I don't require the Product/Service to appear on the tax Invoice and the Description could be mapped from the "Reg:" field (or a number of fields if that works).

Rebecca_A Product Champion
Rebecca_A Product Champion
December 15, 2020

Hi brooke18, 

 

Thanks for the update. Unfortunately, I am not able to see the attachment you've sent through. 

 

With the Custom Invoice templates we are still limited to the format of the in-built templates however you can go to the Master Template and untick Products and Descriptions to remove those columns. 

 

If you're still having trouble with mapping the template please contact the Support Team for further assistance.

 

Thanks, 

Rebecca 

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