Table of Contents
Open Documents > Editor and pick a document. The list on the left is the page from top to bottom. The preview on the right redraws as you change things.
- Move a section by dragging it, or with its up and down buttons.
- Hide a section with its switch. Add one from the list under the sections.
- Words can hold tokens such as the order number: use the token picker beside the box.
- Reset puts the document back to how it started.
An invoice that’s already issued never changes. A new template applies to the next one.
Show a section only sometimes #
Each section can have rules, up to three, such as “Payment method is bank transfer” or “Order has rentals”. Choose whether all of them must match or any one of them. A section with no rules always shows.
On an issued invoice the answer stays as it was on the day it was issued.
