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Adding information to invoices

Katie Black 6 years ago in Something Else • updated 6 years ago • 2

We would like to add the our sort code, which is part of our bank details, to our invoices. Is there a way to change the invoice templates so that the sort code gets displayed?

Thanks!

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Answered
Marek Joniec (XTRF Product Manager) 6 years ago

Hi Katie

Invoice document template (all document templates for that matter) are customizable. It requires a change in the document template code and it is not available through the XTRF interface. Our customization department can make such an update for you, it is additionally paid service.

 I suggest contacting our Support or with your Customer Succes Manager to get a cost estimate for such change in template.

Answer
Answered
Marek Joniec (XTRF Product Manager) 6 years ago

Hi Katie

Invoice document template (all document templates for that matter) are customizable. It requires a change in the document template code and it is not available through the XTRF interface. Our customization department can make such an update for you, it is additionally paid service.

 I suggest contacting our Support or with your Customer Succes Manager to get a cost estimate for such change in template.

Katie Black 6 years ago

Ok, I will do that then. Thanks for letting me know, Marek!

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