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How to Customize Invoice and Delivery Order Template

1. Introduction
2. Customizing Invoice and Delivery Order Template

1. Introduction

A customized invoice and delivery order template can let you set your own brand features to it. Add your logo, set the font size, the terms of the deal, add customized notes, etc. You can now make them a visual representation of your company based on your preferences in SiteGiant.


2. Customizing Invoice and Delivery Order Template

Step 1: Navigate to Settings > General and look for Document Template.

Step 2: Enable the Invoice and Delivery Order Status in Document Template and click on the Edit icon to customize the template.

Invoice Template

Step 3: In the Invoice Template, you can add a logo and enable the information shown in the invoice based on your preferences.

Delivery Order

Step 4: Customize the Delivery Order Template, you can choose to display Customer Billing and Shipping Address and request a signature for the proof of delivery.

Step 5: Remember to Save the template once done the configuration.

1. Navigate to All Orders, select the orders and Print Delivery Order (D.O.) / Invoice from (…) More.

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