Bill Of Sale Template Replace Advanced Field For Free

To add Custom fields to an invoice,Navigate to Gear icon > More Settings > Preferences > Invoice.Go to Custom Fields and select + New Custom Field.In the Custom Field dialog box next, enter the Label Name, Data Type and select if it has to appear in all the PDF and click on Save.

From customer and vendor profiles:Go to the Customers tab or Vendors tab.Find and open a customer or vendor profile.Select Edit.Go to the Custom fields tab. To create a custom field, select + Add custom field. Fill out the info about the field, then select Save.Select Save to save your changes.

After you have created an invoice template, you can upload it to Zuora:Click your username at the top right and navigate to Billing > Manage Billing Document Configuration.In the Manage Invoice Rules and Templates tab, click Add new template.Enter a name for the template in the Name field.More items...?Nov 11, 2021

Once you have it, here's how to add columns on the invoice template:Go to the Gear icon.Select Account and Settings.Choose the Sales menu.Select the Sales form content.Put a checkmark on the Custom fields section.Click Save, and hit Done.May 5, 2021

Navigate to Customers > Customer Accounts. On the All Customer Accounts page, click the account that you want to create a standalone invoice for. On the account details page, click create new invoice. The Create New Invoice page is displayed.

Click the File tab. Click Info to view the document properties. To add or change properties, hover your pointer over the property you want to update and enter the information. Note that for some metadata, such as Author, you'll have to right-click on the property and choose Remove or Edit.

Click on Settings in the bottom left corner and select Invoice Customization, under the Sales heading. Choose one of the three available Invoice templates. You can change the font of your invoices by switching between the three invoice templates, which have different set fonts.