Change Required Field Invoice For Free

Credit an invoice From Sales , select Sales invoices. Open the relevant invoice, then select Add credit note. The credit note will have the same details as the original invoice. ... If required, enter a reference. For example, Invoice reversal. Enter any notes, and Save.

In the Business menu, select Settings. Under Features, click Custom Fields. Click New Custom Field. Under Custom Field Types, click Select next to the type of data field you want to create. Under Field Information, give the field a name, and fill in any other required details.

Generally speaking, you should never delete an invoice. In cases where you want to delete or amend an invoice, a credit note will usually suffice as the solution. A credit note allows you to effectively - and legally - cancel an invoice.

You can change the invoice format in Tally by Pressing Ctrl+P and configuring the print settings. The print configuration allows users to show/hide fields, details, caption, description, print logo, etc.

Click on the organisation name, select Settings, then click Invoice settings. Next to the standard template you want to update, click Options, then select Edit. Update the Page size, Top margin, Bottom margin, Measure in and Address padding fields.

You can update your contact details, invoice terms or payments details. Click the organisation name, then select Settings. Click Invoice settings. Find the template you want to edit, click Options, then select Edit. Make your changes. Click Save.

Navigate to Gear icon > More Settings > Preferences > Invoice. Go to Custom Fields and select + New Custom Field. In the Custom Field dialog box next, enter the Label Name, Data Type and select if it has to appear in all the PDF and click on Save.