How to display the user on the invoice

How To

How to display the user on the invoice

Follow these steps

Like shelf labels, GlobalTill’s invoices, purchase orders, and customer statements are built-in (and can be customized with) Microsoft Word.

GlobalTill comes preloaded with 3 different types of invoices that can be used and customized depending on your needs

  • Standard invoice
  • Category invoice
  • Category with interest 
  1. To find these templates, select Settings > Template Manager.
  2. If you want to add the User (or the person or persons who created the invoice), follow these steps:
  3. Select the template you wish to modify by selecting its Name. The template will be download to your computer as a Microsoft Word document.
  4. If you wish to add a single user, add the code #{{user}} where you would like the user to appear.

  5. In a rare case, if you have multiple people creating an invoice, you can use the following code.

    {% for user in users%}
    #{{user}} each user on invoice

    See placement in the below image:

  6. Once the code is placed on the invoice template, save and rename it.
  7. Upload the template into GlobalTill by selecting Settings >Template Manager.
  8. Select Actions  > Add Template.

  9. Name your new template.

  10. Choose Invoice Template as your Template Type
  11. Upload the Word Document you just modified by selecting Choose File.
  12. Select Submit.
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