How to Customize Your Invoice Template in Preno
In Preno, you can easily customize your invoice template to include important business details, payment instructions, and even your company logo. These steps will guide you through editing your invoice template in the application settings.
Adding Business Details
To include your company name, bank account number, or any other business details, follow these instructions:
Navigate to Settings > Property > Invoice Template.
Look for the Custom Header or Custom Footer sections in the template settings. - Add the desired information, such as your company name or bank account details, in these sections depending on where you want them to appear.
Adding Your Logo
You can also include your company logo in the invoice template. Here’s how:
Go to Settings > Property > Invoice Template > Invoice Header.
Upload or update your logo by selecting the file from your device.
Adding Payment Instructions
If you want to include payment instructions or your bank details, such as account numbers or payment terms, you can do so as follows:
Inside the Invoice Header section of the invoice template settings, add the required text for payment instructions or bank details.
Ensure the wording is clear for your clients to make payments easily.
Summary
Customizing your invoice template in Preno allows you to ensure all necessary business and payment information is displayed clearly to your clients. Using the steps outlined above, you can add business details, insert your logo, and include payment instructions to meet your needs effectively.