How to Customize an Invoice

Purpose

Allows you to personalise your invoice layout to include your business details, branding, and preferred design elements.

 

Steps

1. Login to Prokip.
2. Click on the Profile Icon at the top right of the page.
   
3. Select Settings.
   
4. Click on Invoice Design.
   
5. To add a new invoice, click on add or click on existing invoice to edit.
   
6. (Optional) Toggle on show invoice logo Click Choose File to upload your Logo.
7. (Optional) Enter Header text.
   
8. Toggle on show Salesperson name, Show location name, Show business name.
   
9. Under Fields for customer details, toggle on any field of interest.
   
10. (Optional) Under Fields to be shown in location address and Fields for Communication details, toggle on any information you want to appear on the invoice.
11. Scroll down under Product details to be shown and toggle on Show Payment Information.
    
12. (Optional) Enter Footer Text.
    
13. Click on Save.
    

 

FAQ

    Q: Can I create multiple invoice layouts?
    A: Yes, you can create and save multiple layouts for different locations