STEP 1: Click on "Finance Settings" to Access Financial Configuration

• Navigate to the Finance Settings section by clicking on the corresponding link in the sidebar.
• Proceed to the next step by clicking on the Invoice Template tab.

STEP 2: Click on "Invoice Template" Tab

• Navigate to the Invoice Template tab within the Finance Settings.
• Ensure you have the following inputs ready:
  • Invoice Logo: Upload your logo file.
  • Language: Select your preferred language (default is English).
  • Due After: Specify the due date in days.
  • Send Reminder Before: Set the reminder period.
  • Client Info: Choose what client details to display on the invoice (e.g., Client Email, Client Address).
• After completing these fields, proceed to select an image for your template in the next step.

STEP 4: Click on "Image" to Select One of the Templates You Like

• Navigate to the "Invoice Template" section.
• Review the available invoice templates displayed.
• Click on the image of the template you prefer to select it.
• Ensure your choice is highlighted for confirmation before proceeding.
• Next, click on the "Save" button to finalize your selection.

STEP 5: Click on "Save" to Finalize Your Template Selection

• Ensure all required fields are filled out before proceeding.
• Locate the highlighted "Save" button at the bottom of the template selection area.
• Click on the "Save" button to confirm your template choice.
• Review any confirmation messages that may appear after saving.
• If needed, revisit previous steps to make adjustments before saving.