Re: How to customize quotation and invoice layout
Hi Aiden, welcome to the forums
Easify offers you a few basic ways to customise your public facing paperwork such as invoices.
You can create or edit header and footer images for them including your company logos as described here.
Or you can configure the header and footer text as described here.
If you want a high degree of customisation, you can edit the report files that are used for invoices and quotes using Crystal Reports 2008. All our reports are created as Crystal Reports RPT files, and can be modified however you like. Please note that we don't offer free support for this, and if you modify a report it may get overwritten in a future easify upgrade.
If you are not comfortable using Crystal reports, or don;t want to buy a license for it, we are also able to offer a customisation service where we create the modified reports for you for a nominal fee.
HTH
Regards - Richard (Easify Developer)