Inside of SuccessWare21, you can and copy and paste your content block into the Company Setup:
- Click the 21 in the upper left-hand corner.
- Click "Setup".
- Click "Company".
- Click the second tab entitled "Invoices/Stmts/Acct Reg"
- Click "Edit"
- Click on the button labeled "Invoice Notes..."
- Enter / paste your Content Block into the field titled "Note" and add a title into "Title". If you want the content block to appear on the printed invoice, be sure to check the "Print Note" box.
- Click "OK"
Example of what the second page of an Invoice generated in SuccessWare21 will look like with Invoice Notes added:
In order to set the Logo for the Invoice, while in the Company setup, look to the Set Logo button at the bottom (see image below).
Inside there, select Browse for Company Logo for Repots and select the image you want to use. Then click Save.
Note: Please keep in mind that this field does not mirror the Content Block found inside of SWRemote. The only way to mirror this, is to set them both manually. For instructions on setting up the Content Blocks inside of SWRemote, please click HERE.
If you require further assistance on this topic, please reach out to SuccessWare21’s support team -
Email: [email protected]