How do I customize invoices or service tickets in CommitCRM? How do I upload my company logo or change the layout? Is there a layout designer for CommitCRM that is similar in function to the one in QuoteWerks or QuickBooks?
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Customizing Invoices
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callpath
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Customizing Invoices
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Support Team
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Re: Customizing Invoices
Yes you can customize such forms and reports using the built in Report Designer.
In short - you copy the form that you currently use and then customize it using the designer tool.
For detailed information on customizing reports, please use the links below.
* Reports Designer User Guide
* Reports FAQ
When it comes to uploading your logo -
Please visit Tools > Options > Reports tab and configure it there.
Hope this helps.
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