Can I customize financial documents?

Этот ответ пока опубликован только на английском.

Yes. Invoices, receipts, and payslips each use their own template, and you control what's on it — your logo, your layout, and the information you want shown.

Go to Templates in the Finance section for an overview of your financial document templates, including invoice templates — invoices don't have a separate template section of their own.

Payslip templates do have their own tab under Payroll, which takes you to that same Finance Templates page filtered to payslips.

For the specifics of customizing each document type, see Invoice templates, Payment receipts, and Payslip templates.

Branding is set per document type rather than once for everything: invoices, receipts, and payslips each keep their own logo and layout, so add your branding on each template you use.

Другие формулировки этого вопроса

  • Where do I find document templates?
  • Can I brand my invoices?

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