Overview of Manage Preferred Invoice in MargBooks

Process to Manage Preferred Invoice Layout in MargBooks

Overview of Manage Preferred Invoice in MargBooks

MargBooks allows users to set their Preferred Invoice Design for both Customized and Default Formats without changing the settings repeatedly. Once the preference is configured, users can generate invoices in their preferred format without switching the invoice design settings each time.

Process to Manage Preferred Invoice Layout in MargBooks

• Go to Dashboard > Settings.

• The Dashboard Settings window will open. Click on Control Room Configure.

• Search for “Manage Invoice” in the search bar.

• Click on Configure.

• The Manage Invoice Layout window will open. Here, User can select the required preference between Invoice Designer and Invoice Template.
• Tick the Required Preferences.

• In the Header Name field, User can enter the text to be displayed at the top of the Printed Invoice.

• Click on the Format Name field and select the required format.

• Similarly, User can set the Preferred Invoice Layout for the Purchase module. 
• Then, Click on "Save" button to save the settings.

After following the Steps mentioned above user can Manage Invoice Layout in Margbooks.