The usage of macros saves a lot of time and simplifies the work of creating/editing documents and templates. From availing of certain details to placing them on invoices, macros undoubtedly play an important role. Most of the fields are ordinary or rather understandable ones, however, this article will explain the uncommon macro fields that require clarification. Let’s jump into the steps to be followed:
Go to Settings >> Documents >> Invoice Receipt. Select any document to edit.
On the left side of the document editor, the fields are classified into multiple sections as Header, Body, and Footer. The Header is the top margin of the page that contains Business details, Tenant information, Logo, and Header Label.
Business Details contain fields such as Business name, Mobile number, and Email address. As you click Business Address, it will extend another tab for Address that contains more fields. Choosing the Location Based Address will auto-select the default address given for the location.
Tenant Information contains the contact and address details of the tenant.
Logo whether the logo of the company needs to be placed in the invoice.
Header Label consists of elements to be placed in the header such as date, invoice number, billing period, billing cycle, document name, facility address, invoice recipient name, and credit note text.
These fields contain information regarding the line items such as item name, quantity, net cost, tax details, due amount, and more as shown below:
Details such as Past due balance, unit number, invoice period, late fee, total amount due, balance amount, and a few more.
Remit payment means to send the payment back to whom you owe it.
Here, the address details refer to that of the payment recipient.
Footer Note contains whether Terms & Conditions need to be displayed.
Payment link refers to the URL that redirects to the payment page.
Bar Code refers to the code which if scanned will redirect to the payment page.
Invoice Number settings
Note: The above-mentioned Invoice Number Settings are applicable only for new sign-ups and not for existing users.
If you are done with the edit, click Preview and Save.