Company form in sales invoice

1

How can I make invoices and receipts appear in the same format as the company’s official form?

2

This answer from the Manager Chatbot might help you.

Here’s the quickest way to use Theme Enhancer in Manager.io.

Where to find it

  • Open a sales invoice, click View, then click the Theme Enhancer button that appears below the document. (forum.manager.io)

Basic workflow

  1. Open Theme Enhancer on a viewed invoice.

  2. Describe what you want changed (e.g., “Make the header navy,” “Center the title,” “Increase total font size,” “Add a thank‑you note at the bottom”).

  3. Review the live preview. Use Undo/Redo if needed.

  4. Click Save when you’re happy. The modified theme is saved under Settings → Themes. (forum.manager.io)

Apply the new theme

  • Saving does not automatically switch your documents to the new theme. Assign it on the document (Theme field) or set it as the default in Form Defaults so future invoices use it. Past documents are not changed. (forum.manager.io)

Tips

  • Make one change at a time and be specific in your instructions; iteration helps.

  • Use Undo/Redo to step back/forward. Recent versions process requests much faster. (forum.manager.io)

Editing themes by hand (optional)

  • You can still create or edit themes manually under Settings → Themes if you need fine‑grained control beyond the enhancer. (forum.manager.io)

Troubleshooting

  • Button not working or missing: make sure you’re on the View screen of a document (not just in Extensions), and update to a recent version of Manager. (forum.manager.io)

  • Changes “don’t stick”: confirm you selected the saved theme on the invoice or set it in Form Defaults; saving alone doesn’t apply it to documents. (forum.manager.io)

Other documents

  • Initially the button appeared on invoices. You can change the extension’s Placement (Settings → Extensions → Theme Enhancer → Edit) to target other views (e.g., receipt-view) if needed, subject to current version support. (forum.manager.io)

If you tell me what you want your invoice (or other document) to look like, I can suggest the exact prompts to give Theme Enhancer.

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