B_ruce's avatar
B_ruce
User
9 months ago
Status:
New

Invoice Template Footer Customisation

We have limited abilities to customise the invoice template.

What we require is for the footer section to be editable.

 

The only options we have are customising the Header Style and Header Information.

 

~ A screenshot mockup is attached for reference.

 

Options we require in the footer are:

  1. Have the footer editable to add/remove widgets or boxes.
  2. Have these editable in the master template.
  3. Have the option to edit individual invoices for deeper customisation. (For some clients we do not want to give bank details and only give them card options).

 

The screenshot attached - sections numbered

  1. I have added a mockup design for a Footer section dropdown.
  2. Named each box in the footer as Widgets 1, 2, and 3 for reference purposes.
  3. Widgets 1,2,3 are set to Add as default. (Because MYOB already has them there). However, when you select No it will remove the widget. Eg: Select No on BPAY and it will remove the BYAY box widget.
  4. Set to No as default, but have the option to add an additional comment box by selecting Yes. The notes section is good, but as web developers, we have additional final invoice terms on our invoices. Placing this information in the Notes section will make the invoice look cluttered, so if we had an option to place text at the footer > full width in a smaller font (say 10px), would be handy.
  5. Only visible once the Comment box Yes is selected. It conditionally opens up the Comment box placement option.

 

We feel that deeper template customisation is required as all our clients have different needs. Once these modifications are completed, we can then create multiple templates for the different services we offer.

 

 

 

 

13 Comments