This article is designed to help you make a smooth transition to using Re-Leased Invoice Templates once Re-Leased Pay is activated if you’re connected to an accounting platform such as Xero, QuickBooks Online & Sage Intacct. We’ll walk through how to disable your current template settings and edit Re-Leased Invoice Templates to match your preferences.
Disabling Current PDF Templates
With the activation of Re-Leased Pay, ensuring that you're using the Re-Leased Invoice Templates for your invoicing is essential for compatibility and functionality. Start by disabling your current Invoice Templates with these simple steps:
- Navigate to Settings then to Managed Add-ons & Integrations.
- Select View Details against your connected accounting platform.
- Move to the Settings and switch the toggle to make sure it is not on.
By disabling this, you will enable the use of Re-Leased Invoice Templates for your invoices moving forward.
Editing Re-Leased Invoice Templates
Once you have disabled the Invoice Templates from your connected accounting platform, the next step is to configure the Re-Leased Invoice Templates to your requirements.
- Go to Settings and then Invoice Templates.
- Click into the template you wish to edit.
- Make the necessary edits to tailor the template to your needs.
For further details and assistance on editing invoice templates, please refer to our detailed guide on Invoice Templates.
By following these steps, you can take advantage of the seamless integration of Re-Leased Pay and the customizability of our invoice templates. This ensures a consistent, professional look for your invoicing and financial management processes