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Datamoto http://datamoto.com

Customizing invoice, quote and order by

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Complete customization is supported. You can create your quote, invoice and order templates as you wish. http://datamoto.com/how-do-you-customize-your-invoice-and-order-in-datamoto/

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Page 1: Customizing invoice, quote and order by

Datamotohttp://datamoto.com

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Templates are used for data entry form and PDF for Quote, Invoice & Order

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By default Datamoto comes with 2 templates:

Goods templateServices template

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To select template:Select template while

adding/editing Click

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Default Goods Template consists of

8 columns per line item (row)Header name of each column

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Default Service Template consists of

Header name of each column(different from goods template)

8 columns per line item (row)

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Click on Setting

Creating template for Invoice, Quote and Order

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Click on Customize

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Default columns are selected – YOU CAN CHANGE

Default columns header name – YOU CAN CHANGE

If you select these then items will be auto

populated from Inventory while editing forms

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Change from Item Code to Item #

Change from Text1 to Note

Enable Enable Disable

Change from Date1 to Date

Click

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Default template for Service

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Disable Enable EnableDisable

Change to Code #

Change to From

Change to To

Click

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Click

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Old Goods template

New Goods template

Discount % is removed

Header names are different.Number of columns are more in new template.

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Old Service template

New Service template

Discount % is removed

Header names are different.Number of columns are more in new template.

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Datamotohttp://datamoto.com