WebPT Ideas and Discovery

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upgrading ability to customize invoice appearance

We would like to be able to play around with the way the invoice looks to better fit the envelopes we have on hand. For example, I'd like to be able to move the logo to the top Left corner and potentially move the credit card payment box to the left as it appears in the windows of the envelopes. My suggestion would be to look at shutterfly or some similar software where you design christmas cards. They have several "boxes" where you can place logos, words, etc. Within those boxes you can edit text size/ font, bold/italic, etc. But the boxes cannot be moved. This helps stabilize the printout for you all but gives the user some flexibility. Does that make sense?

  • Guest
  • May 16 2023
  • Unlikely to Implement
  • May 16, 2023

    Admin response

    We have a tentative project for next year to better ensure that client balance statements accurately fit the suggested #10 dual-window envelopes but have no plans to make statements fully customizable.

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