In Teamleader Focus, invoices and credit notes are generated based on the same template. To access it, navigate to Settings > Document layout > Invoices. Click here for more information how to create templates according to your own house style.
You can choose to only display custom fields on an invoice, a credit note, or both.
- To do so, simply add the shortcode for that particular custom field to your template (as you usually do) and define to which template you want to add the custom field.
- To this end, you can use the following short codes:
Custom field on invoice and credit note
Custom field on invoice only
$CUSTOM_FIELD_1234$ or $CUSTOM_FIELD_1234[INVOICE]$
Custom field on creditnote only