Jisti has a default invoice template that we can start with. Some parts of the template can be edited through the Edit Invoice Template page.
Two ways to access the Edit Invoice Template page
The Edit Invoice Template page can be accessed from Settings.
Head on to Settings > Invoice Templates.
The Default template is initially selected.
Another way to access the Edit Invoice Template page is from an opened Invoice Form.
Click on the Select Template drop down and choose Manage Templates.
The Edit Invoice Template page is then displayed.
Parts of the template that can be edited
In the figure below, enclosed in yellow rectangles are the parts of the Invoice Template that can be edited.
How to edit and save an Invoice Template
To change the Sender’s name and address, hover over it. Notice that that the editable information are highlighted with gray when hovered.
Make the changes.
Click on Save As button.
An Edit Invoice Template form pops-up. Fill it up and click on Save. Notice that the name of the newly created template is displayed at the Selected Template drop down.
How to change Invoice Template for an Invoice
Changing the Invoice Template for an Invoice is easy. Suppose we will change the template used by the invoice as shown.
Click on the Select Template drop down and choose another template. Enclosed in yellow rectangle is the part of the invoice which is reflective of the selected template.