Marketing Invoice

Marketing Invoice

This article covers the marketing invoice settings in Reapit Sales.

*Note: Only Master Users can access this configuration location.

Here you can edit the default header/footer used on the Marketing Invoice. E.g. Add Payment Terms or office Bank Account details to the footer. See also How to Generate a Marketing Invoice

1. Click My Office on the main menu.

2. Click Edit Details on the left panel.

3. Click the System Configuration tab.

4. Select Marketing Invoice from the Configuration Options drop-down menu.

5. You can choose to include or exclude the office logo in the invoice header, customise the header text and add/edit text to the footer. n.b. for agencies in a branch or multi-office you may need to select the relevant office first.

6. You can also include variables (merge fields) by clicking on the .

6. Once completed, click Save.

7. If you would like to revert to the original default header, simply click on the Default Header/Footer button.