Formitize User Guide

Watch below a video on the Invoice Send & Payment drawers:

In the Web Portal, go to Accounts > Invoices > select the Edit pen for the invoice. Inside the Invoice, you can select the Status dropdown to change t...

To view or change the default currency for your Formitize account, in the Web Portal go to the Settings Cog > Accounts > Invoices > Scroll to Defau...

If you would like your invoices to be labeled something other than 'Tax Invoice', in the Web Portal go to the Settings Cog > Accounts > Invoic...

You can add custom fields to your invoices, to suit what extra information that you would like to have for your customers. To do this, go to the Settings co...