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How to create an Invoice layout

Introduction

The Invoice layouts determine how the invoice will look like when it is generated as a PDF. Effectively it is what the customer will see when they receive the invoice.

Step-by-Step Guide

  1. Log into the OutSmart BackOffice account
  2. Click on the invoices option in the side menu
  3. Click on the three cogwheels icon in the top right corner
  4. This will open the Invoice layout and schemes overview
  5. Click on add in the Layout section
  6. Give the layout a name (we advise to give it the same name as the scheme it will be attached to)
  7. Determine if attachments need to be added to the PDF and if the work order PDF also needs to be added to the invoice PDF