As the business world is constantly changing, we have to constantly improve in order to keep up-to-date with our customer's demands. One of the minor changes business owners can make is by changing their invoice templates whenever they wish to by using Deskera Mobile App.
The functionality that is available on the Deskera Mobile App app enables business owners to customize their own invoice designers based on their preferences instead of following the default template as shown in the app. On the main screen of Deskera Mobile App, tap on the Invoice Designer icon.
Fig.1: Tap on the Invoice Designer
Fig.2: The default invoice designer. Fig.3: The customize invoice designer
At the bottom of the invoice designer, users can view the functionalities that are available in our app in order for them to customize the invoice template.
You can select photos from your gallery or take a new picture from your camera. Adjust the size of the image by enlarging or minimizing the sizes using the subtract (-) sign and enlarge (+) sign. Place the image on the invoice template as you preferred.
You can enter any text in the invoice template if you wish to add additional information. Changes the color of the font text that you have entered.
Take a picture of your signature and upload to the invoice template. Minimize and enlarge the signature as you wish.
A watermark can be your company’s logo or pattern that is reflected in various shades of lightness or darkness when viewed on a paper. Take a picture of the watermark and place the watermark on the invoice templates.
The banner is the design that will appear at the top of the screen. Users can choose various designs available in the app. Once they have finalized the design, tap on the ‘Save’ button.
The sys-field is the additional fields you wish to appear in your invoice template. You can choose the fields shown at the bottom of the screen.
Apply the Invoice Designer on Sales Invoice
Once you have done customizing the invoice template, you can tap on the 'Save' bottom at the top right of the screen. To view the customize sales invoice, go to the Sales Invoice Module, select a sales invoice, and tap on the Print button. The sales invoice will be shown based on the customization that you have saved previously in the Invoice Designer Module.
**This feature is only applicable for IOS as for now**
In the next article: Learn more about adding products and services on Deskera Mobile App.