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Invoice settings

How do I change the default text elements ?

Go to your settings,« Invoice » section, then to the « Text templates » tab.

Why are my text templates not included in the invoice ?

For a template to be used automatically, it must be used by default.
  1. Go to your settings under the « Invoice » tab.
  2. Click on « Text templates ».
  3. You can choose which template will be reported automatically.
Note: You will always be able to modify the template when creating the invoice.

How can I edit the message sent with the invoice?

By default, Momenteo offers you a clear and concise message for Message Templates, Modality Templates, Note Templates, but you can edit it without any problem.
  1. Go to « Settings » at the top right of your screen.
  2. Click on « Invoices ».
  3. Go to the « Text Templates » section.
  4. Click on « Create a text template ».
  5. Pick a template type.
  6. Enter a Title and edit the Text.
  7. Specify whether you want to use this « Default » message on your invoices.
  8. Click on « Save ».

How can I add or edit a terms and conditions template?

Momenteo offers you to create term templates that you can reuse from one invoice to another, without having to rewrite them each time.
  1. Go to « Settings » at the top right of your screen.
  2. Click on « Invoices ».
  3. Go to the « Text Templates » section.
  4. Click on « Terms Templates ». Here are the templates configured by default:
    -30 jours [Fr]
    -NET 30 [En]
    -Sur réception [Fr]
    -Upon receipt [En]
  5. To change it, click on the modality
  6. Enter a Title and edit the Text. Specify whether you want to use this default term for your invoices.
  7. Click on « Save ».

How can I add a notes template?

Momenteo offers you to create your template of notes that you can reuse from one invoice to another, without having to rewrite them each time.
  1. Go to « Settings » at the top right of your screen.
  2. Click on « Invoices ».
  3. Go to the « Text Templates » section.
  4. Click on « Note Templates ».
  5. The default template text is « Thank you for your business! ».
  6. To edit it, click on the Title, enter a new title, and edit the Text. This text will be used by default for your invoices.
  7. Click on « Save ».

How can I change the number of decimal places for my invoices

  1. Go to « Settings » at the top right of your screen.
  2. Click on « Account ».
  3. Go to the « Preferences » section.
  4. Select the desired « Number of decimals in amounts » from the drop-down list and click on « Update » to exit.