Question asked by Sue Stone 11 years ago
Hi all - very new to this and am struggling somewhat! Just generated my first invoice, but it seems to automatically include a tear-off slip at the bottom with details of how to pay by cheque - can this be removed as it's not something that I want on there really....thank you in advance...Sue
Hi Sue
To remove the payments by cheque details from invoices you can do the following:
Head to Money > Bank accounts and click on the Edit icon beside the bank account that you use to receive money on invoices. Remove the text from the Cheques payable to field and the Payable to address field.
You will also need to create a new invoice theme on the Settings > Invoices themes > Create tab. Here you can edit the Payment Advice text to remove the default text referring to Cheque payments.
When you create/edit an invoice, make sure to update with the new invoice theme you have created and to use the appropriate payment account. You can set the default payment account on the Settings > Invoice themes > Preferences if you haven't already done so.
I hope this helps.
All the best,
Mia
Best answerHi Shelly,
Unfortunately, it is not possible to change the order of the listed fields or lines using the standard options in your invoice theme settings. To fully customise the layout, remove specific sections like the reference field, and alter the line order, you will need to use our advanced CSS editor. You can access this by heading to Settings > Configure system > Invoice themes > Styling > Tick on Use Advanced CSS editor.
Tommy
Ok - Thanks Tommy.
hello Mai - I have a similar question on 'Payment advice'.
How can I edit this section so that I can remove certain things and change the order of what is listed?
For example, I do not want to include the Reference and I would like to have the name of the account on the first line.
Thank you
thankyou!
You must 