How to create custom invoices from sheet data

Support
1

I’d like to be able to generate a custom invoice using the data on the invoice sheet. Is it possible to create a universal template that would use the data from the current invoice? I tried a custom print report, which worked for a specific invoice, but I’d like to create a universal template.

Thanks!

2

Hi,

You can check if the solution in the article meets your needs, or are you looking to simply extract data from the invoice sheet? If you just want to pull the data from the sheet and merge it into a specific invoice format, you can use the Custom Print Report or Mail Merge. After downloading the template, you can adjust the layout, style, and format to your preference. Once you’ve made the desired adjustments, you can upload the template again.

If the above methods don’t fit your requirements, could you please provide more details on what you envision for the “universal template”?

Thank you!