Visma Advisor
Change or delete the initial invoice text
The program provides a suggestion for the initial invoice text. If you wish to change it or delete it, please do as follow:
- Go to Settings - Agency settings and the tab Invoicing. Here you will find the section Invoice settings.
- Change the wording in the Initial invoice text field.
If you do not want any initial invoice text, you can just delete it.
-
You can also change the code #DATE#. See below which codes you can enter and what they mean.
| Code | Invoice text |
|---|---|
| #DATE# | The invoice refers to work completed up to and including 2022-05-25 |
| #MONTH# | The invoice refers to work completed up to and including May |
| #MONTH# #YEAR# | The invoice refers to work completed up to and including May 2022 |
- Select Save.
The new wording will appear next time you create an invoice basis. Already created invoice bases will not be affected.
You also have the option to change the wording of the invoice text on each individual invoice basis. But then you cannot change the code.
Related topics
|
Enter a minimum amount for invoicing |
