At Wise Owl Legal, we are keen to ensure that you are able to have your Invoice styling in the way that you want it.
This page gives some help for how to activate and use our invoice styles.
BUT SAY Invoice
Customer Memo Block Text Invoice
At the time of billing, if you wanted to write out a block of text to use instead of the individual line items, you can use the Customer Memo and our customised Invoice Memo Only layout to do this.
Step 1: Create your invoice as normal via the 'New Invoice' function
Step 2: Write out your text in the Memo Section of this invoice. You have the option to open the Memo field larger if you would like to review your formatting in Detail.
Step 3: Once you have finalised what you want to say in the Memo field, save and confirm the invoice as normal
Step 4: Print the invoice using the customised Invoice Memo Only Layout (This is not enabled by Default, please contact the HelpDesk to assign this to your Invoice list)
Step 5: Send out your Invoice!
Customised Invoices
If there is a change you want made to customise your Invoice, please contact the Wise Owl Legal HelpDesk and we will endeavour to work with you to update your invoice to your specifications.