Selecting an Invoice Template
Apto will use the system default template when you create an invoice, but you can change it while creating the invoice or after you’ve created the invoice.
While creating an invoice:
From the Invoice tab on the Book Deal or Book Lease Wizard, select the appropriate template from the Default Invoice Template field.
On an invoice you have already generated but not sent:
- From the Closed Deals tab, select the deal and then click on the tab.
- From the Invoices section, click.
- You can select your Template from the Invoice Template field, and then click save.
You can then preview and email the invoice.