Customization of invoices/quotes/POs/Bills/Credit notes/Debit notes إمكانية تعديل نموذج الفاتورة
complete
N
Nada
- Move the logo from a side to another side and change the size
- Make the font bigger and change the colors
- Change the colors
- Remove and add or reorder columns, sometimes there are columns they don’t use
- Remove the due date
- Make some fields mandatory e.g. project and cost centers, so that they won't be able to create an invoice if these fields are missing
- Add units column
- Change the placement of the notes section
- Change the placement of the seller's details
- Have the option to add Past due balance & Total unpaid balance
- Adding the customer's details
- Adding more than 1 signature & being able to change their placement
- Add conditions that cannot be edited except for the admins
- Print invoice in small size as 58mm, so invoice should be customized as required
- Enter the different services provided in each line item without entering prices in the line items and manually enter the total price of all services
- Add an option in the total to calculate retention of 10% on each Invoice to be calculated before VAT and add it in the total
- Put bank details on the invoice format
- Resize logo
- Move company stamp align on the same row with NOTES to maximize space because the stamp is now printed on the 2nd page ( Be able to move the company stamp, drag it to where the user wants it to be placed to maximize space)
- Add header/footer / location/contact details in invoice
- Customize invoice to print on Dot matrix invoice
- Stamp can be in line with the QR code and make it same size with the QR code.
- Add company's letterhead to the invoice
- Total due is showing up twice, give the option to remove one of them
- Number the items added, so each item has a specific reference
- Add the Number of the company with the company details in the invoices
- Adding receiver's (Name & Sign.) at the bottom of Invoice.
- Having Logo and Invoice no. to be printed to 2nd and onward pages.
Mo from Wafeq
Good news! We've released "Document Templates" feature to give you customization options on your PDFs. Check it out in the side menu under "Document templates".
Here's what you can customize:
✅ Document title
✅ Fonts sizes and colors
✅ Show/hide due date
✅ Resize logo
✅ Choose location of stamp
✅ Page margins, so you can print on your own letterhead paper
✅ Customize line items headers
More customization options are coming in the next release.
Mo from Wafeq
complete
Hey everyone, we're marking this feature request as completed. We understand that not all features listed above have been implemented but it's better to create them as separate feature requests instead of one large request. If there's a specific feature you want to see please feel free to create a new one.
Mo from Wafeq
We've added some more customization options that are now available as part of Document Templates:
✅ You can now show the project name on the PDF
✅ You can now rename the following fields: "Invoice number", "Quote number", "Credit note number", "Debit note number", "Order number"
F
Fadl
Mo from Wafeq: Thanks for the update. Is it possible to have an option to remove the VAT from the Invoice line item and keep it after the subtotal of the items as in KSA we only have 15% VAT tax. and the way number s are presented sometimes confuses our customers.
Mo from Wafeq
Fadl: It is required as per ZATCA to show the VAT per line item, and also some of our users may be charging 15% VAT on some items and 0% Exempt or Zero-Rated on other items in the same invoice.
F
Fadl
Mo from Wafeq: can we set up a meeting
Mo from Wafeq
Fadl: Sure, please reach out to us on help@wafeq.com to schedule a meeting with one of our support agents.
Mo from Wafeq
Merged in a post:
Project Name
S
Sajjad
Appear project field on invoice printing due to our business related to projects and project name is mandatory on our all documents.
kindly add this feature on invoice printing.
Regards
A
Abrar
Add a reference box to the bills so that the reference description is visible in the statement of account charged in that specific bill.
Mo from Wafeq
Good news! We've released "Document Templates" feature to give you customization options on your PDFs. Check it out in the side menu under "Document templates".
Here's what you can customize:
✅ Document title
✅ Fonts sizes and colors
✅ Show/hide due date
✅ Resize logo
✅ Choose location of stamp
✅ Page margins, so you can print on your own letterhead paper
✅ Customize line items headers
More customization options are coming in the next release.
F
Fadl
Can you please advise when this enhancment will be finalaized. this is urgently needed
Mo from Wafeq
Fadl: this is in the final stages and we're planning on releasing the first version this week, with more improvements to be added in the next couple of weeks. Appreciate your patience!
Mo from Wafeq
Merged in a post:
invoice template
R
RENAD
how can i add some detail like email , and address in invoice bottom side
Mo from Wafeq
Merged in a post:
Resizing invoices
N
Nada
Resize invoices to get the content on one page.
Such as making logos/stamps/notes sections smaller.
N
Nada
The stamp's placement is now updated.
N
Nada
Merged in a post:
Unit column
M
Mohamad
A pretty basic feature of having UNIT column on invoice/purchase orders
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