Invoicing: Creating or Editing Invoice Form and Email

Invoicing: Creating or Editing Invoice Form and Email

Purpose

  1. To explain how to create a new Invoice Form and Email or How to Edit a current Invoice Form and Email on the First Due Platform. 

Video



Directions

1. Navigate to to the Invoicing Module.


Navigate to to the Invoicing Module.



2. Select Invoice Setup from the drop down.


Select Invoice Setup from the drop down.



3. Enter any Notes that you need.


Enter any Notes that you need.



4. Select the Email tab.


Select the Email tab.



5. Select if you want to use the Default Email or if you want to use a specified agency email address.


Select if you want to use the Default Email or if you want to use a specified agency email address.



6. Enter email address that you would like to send this report to.


Enter email address that you would like to send this report to.



7. Enter what you would like the email message to say.


Enter what you would like the email message to say.



8. Next, select the Form tab.


Next, select the Form tab



9. Select if you would like to have a Logo and Text header or just a Header as an image.
  1. Also here is where you can upload the image that you would like to use.


Select if you would like to have a Logo and Text header or just a Header as an image.



10. Once everything is complete, Navigate to the top right and select Save.


Once everything is complete, Navigate to the top right and select Save




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