This tutorial explains how to email an invoice to a client using the HTML5 Invoice Templates

Prerequisite: Create an HTML5 Invoice Template

An HTML5 invoice must be created before an invoice can be emailed to the client

Click here for instructions on how to…]]> Thu, 27 Sep 2018 21:52:32 -0400 http://app1.studiocloud.com/support/index.php?/article/AA-00919 http://app1.studiocloud.com/support/index.php?/article/AA-00916 Availability

Subscription: EmployeeBoost, PartnerBoost, CloudAlerts, CloudBooking, CloudForms

Overview 

This tutorial will show you how to customize the HTML5 invoice, estimate, and quote templates.

HTML5 Invoice Templates Overview

Some countries locales require that an invoice contain the business tax id number.  This support article gives instructions on how to add the tax ID number to your invoices.

How to Show A Tax ID Under The Client Details

How to Save the Tax ID Number for Your Business

This tutorial explains how to add a signature line, terms of agreement, and/or tax id to the invoice.

How to Include a Signature Line to Invoices

It is important to note that the signature line includes a line for a signature and a line for the date.

1. Go…]]> Mon, 04 Feb 2013 21:45:27 -0500 http://app1.studiocloud.com/support/index.php?/article/AA-00643 http://app1.studiocloud.com/support/index.php?/article/AA-00620

   Overview 
   

   This tutorial will show you how to customize the look and feel of the printed PDF invoices.
   

   How to Enable the PDF Invoice

   1. Click on the Settings component 
   2. Click on the Settings tab 
   3. Click the Manage…]]> Wed, 29 Aug 2012 15:58:04 -0400 http://app1.studiocloud.com/support/index.php?/article/AA-00620 http://app1.studiocloud.com/support/index.php?/article/AA-00560

      Overview

      You can customize the logo that is shown on your invoices, estimates, quotes, in email templates, as well as CloudForms. Up to 3 logos are supported.

      Logo Restrictions

      Please note that logos must not be larger than 600 px by 200 px.

      Because of the way…]]> Tue, 21 Aug 2012 14:42:17 -0400 http://app1.studiocloud.com/support/index.php?/article/AA-00560 http://app1.studiocloud.com/support/index.php?/article/AA-00559

      Overview

      This tutorial explains how to change the wording in the printed invoice, estimate, and quote

      Table of Content

      • How to Change the Look and Feel of the Printed Invoice
      • How to Open the Customize Invoice Wording Window
      • How to Quickly Switch…]]> Tue, 21 Aug 2012 14:41:34 -0400 http://app1.studiocloud.com/support/index.php?/article/AA-00559 http://app1.studiocloud.com/support/index.php?/article/AA-00478 Overview

        StudioCloud has included a wide variety of currency symbols; however, due to high customer demand you can now use whatever currency symbol you want to use. The currency symbol is used in both the pdf and html invoice templates.

        How to Customize Your Currency Symbol

        1. Go…]]> Tue, 21 Aug 2012 06:03:30 -0400 http://app1.studiocloud.com/support/index.php?/article/AA-00478 http://app1.studiocloud.com/support/index.php?/article/AA-00270

           Overview

           StudioCloud supports printing an invoice with up to 3 different logos.

           Setup Logos For PDF Invoice

           Click here for a tutorial on how to setup your Logos in StudioCloud

           How to Print An Invoice With A Custom Logo

           By default when printing a logo it…]]> Sun, 19 Aug 2012 08:18:45 -0400 http://app1.studiocloud.com/support/index.php?/article/AA-00270