Invoice Element Designer

21 votes

Clients often do not have a way to amend or redesign invoice outputs to their specifc business needs on their own

If a data field is incorrect or a calculation is misleading they can manually adjust an invoice but this is massively time consuming and sometimes not possible depending on the error.

Allow users to add, remove and place data of any given invoice xml to the output itself. This will allow for more flexible invoice outputs and design adjustments when necessary.

Examples include adding a secondary Logo image that is a signature, adjusting the layouts/margins/fonts and design elements.
Selecting Charterer vs. Owner in the Due to section.
Adjusting the hierarchy of line item sorting, removing duplicates from the output, etc

Not planned financials reporting Suggested by: Clarissa Upvoted: 26 Jun, '23 Comments: 1

Comments: 1