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Answered

Customized invoice

Ali 1 year ago in Client Portal updated by Marek Joniec (XTRF Product Manager) 1 year ago 1

Hello

I need to know how to customize the clients's invoice template if some of them has a preferred one or has some specific items to appear in the invoice

please let me know how to do it

Thanks 

Answer

Answer
Answered

Hi Ali

To customize the document template you need to change the .rtpdesign file and upload it back to the XTRF as a new template.

Here you can find an instruction.

Regarding the document template customization we can do it for you as an additional service, in that case, please contact our support or your Customer Success Manager.

You can also do it on your own but please be aware that modification of the template file might require some coding knowledge.

Here you can find an instruction that might help.

Best regards,

Marek

Answer
Answered

Hi Ali

To customize the document template you need to change the .rtpdesign file and upload it back to the XTRF as a new template.

Here you can find an instruction.

Regarding the document template customization we can do it for you as an additional service, in that case, please contact our support or your Customer Success Manager.

You can also do it on your own but please be aware that modification of the template file might require some coding knowledge.

Here you can find an instruction that might help.

Best regards,

Marek