Customize Documents

How do I add a note to all my invoices, estimates or receipts?

System Message – for all transactions You can set a message to appear on all invoices (in addition to the message added to an individual invoice). Android Open the Settings menu by tapping the Settings ...

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I only want to show totals on each invoice line. How do I hide the quantity and price columns?

Street Invoice can hide the quantity and price per unit of line items on your invoice.. Mobile devices From the Street Invoice Main Screen, select Settings.. Select Preferences. Click Edit. Un...

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How do I change the status options that are available for an invoice, customer or payment?

Smartphone 1. From the Street Invoice Main Screen, select Settings to open the System Settings menu. 2. Select Manage System Lists 3. Select Invoice Status, Customer Status, or Payment Statu...

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How do I set the date format?

Smartphone Open the Set​tings menu by tapping the Settings icon. Tap Preferences. Under Regional Settings set your date format . If your preferred date format is not available, email support@stree...

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Add a logo

Mobile From the main screen, select Settings. Select My Companies. Select the company for which you would like to add the logo. Tap the Pencil Icon to select a logo. Select a photo from your...

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I do not work with PO numbers. Can I rename the PO number field?

You can modify the title of the PO number field that appears in the heading of your invoice On Smartphone From the Main Screen, select Settings. Select Preferences. Scroll down to the Po Numbe...

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Set title for invoices, estimates and credits

By default, Invoices are called an "Invoice", credits are called "Credit", and esimates are called "Estimate". You can change this, so your customer will always see the estimate called a "Quote" for example, o...

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How do I add a Tax Registration Number for my company?

You can add a Tax Registration Number or a VAT Number to your invoice, estimates, credits, receipts refunds and statements. Mobile From the Main Screen, select Settings Select My Companies Selec...

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How do I add a message to all my documents?

System Message – for all transactions You can also set a message to appear on all invoices (in addition to the message added to an individual invoice). Mobile Open the Set​tings menu by tapping th...

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Indicate taxable items

Mobile Select Settings Then Select Preferences Scroll down to where it says "T" for taxed items and mark it "On" Windows PC From the Main Screen of Street Invoice, select Settings. Select Preferences. In t...

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