When Re-Leased Pay is activated and you're connected to an accounting platform (Xero, QuickBooks Online, or Sage Intacct), you need to switch your invoice templates to Re-Leased Invoice Templates for compatibility. This involves disabling your current accounting platform's PDF template and configuring the Re-Leased template to match your preferences.
Step 1 — Disable the Current PDF Template
Navigate to Settings > Manage Add-ons & Integrations.
Click View Details on your connected accounting platform.
Go to the Settings tab and switch the invoice template toggle Off.
With this disabled, Re-Leased Invoice Templates will be used for invoices going forward.
Step 2 — Edit the Re-Leased Invoice Template
Go to Settings > Invoice Templates.
Click into the template you want to edit.
Make the necessary changes to tailor the template to your requirements.
For detailed guidance on customising invoice templates, see Invoice Templates.