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For a Ltd Co, there is a legal requirement to include certain details on the invoice i.e. Co Name, Where registered, reg no, reg address e.g.ABC Ltd Registered in England and Wales, No 0123455, 12 Black St, Big Town The only place to put it at the moment is in the memo field The same is true of any e-mail being sent e.g. sending invoice by e-mail. The ability to change the text in the e-mail would also be good. Facility for including a logo on invoices Ability to turn off some information if using e.g. headed paper
Tracy
Agreed that trading name, trading address & reg no will appear on invoices, but for a Ltd Co. I need to show Registered address, Legal name and place of registration e.e Registered in England & Wales. At the moment, the only place I see to do that is in the memo, which would need to be populated each time I create an invoice.
Hi Ian,
We have released a new version that incorporates the following features into the PDF print view:
1. An option to choose whether or not you want to print the header logo and address. If you are printing on your own letterhead, for example, then you may wish to turn this option off.
2. An option to choose whether or not you want to print the company's registered information in the footer. This includes the company's legal/registered name, place of registration, registration number and registered address.
3. You can now specify the company's Place of Registration as a seperate field under registered address.
All of these options can be found in the Settings > Organisation tab.
Hi Ian,
Thanks for the comments and suggestions.
If you ensure that this information (company name, registration number, etc) has been completed in the Organisation settings, then it will automatically appear on the invoice. See http://www.accountsportal.com/docs/help/add-or-edit-organisation for more information.
The text in the email can be changed by the user in the email popup. If you are referring to giving users to ability to change the default text - thats on our 'to do' list. As is the ability to upload logos on invoices.
Lastly, thanks for the idea on giving users the ability to turn off some information on invoices - we will add that to our queue as well!