Enable front-end access to free-text invoice footer configuration

Overview

This enhancement to evergreen empowers users to configure free-text invoice footers directly from the front end. This feature provides a seamless and customisable experience, allowing users to tailor invoice footers to meet their specific business needs.

Key Features:

Front-end Configuration:

• Users can now access a new menu element located within the “Accounts receivable” section, specifically in the “Forms” area of the “Setup” folder.
• Navigate effortlessly to the configuration options, eliminating the need for backend adjustments.

Enhanced Personalisation:

• Tailor invoice footers to align with your communication style.
• Incorporate relevant contact information, disclaimers, or any other details crucial for your business.

How to Access:

1. Navigate to the “Accounts receivable” menu in evergreen.
2. Open the menu folder “Setup” > “Forms”.
3. Find the menu element “Free-text invoice footers”.
4. Explore the customisation options and make adjustments according to your preferences.

Note: Make sure you possess the required permissions for accessing and modifying invoice footer configurations. Evergreen seamlessly grants access to free-text invoice footers for users with “Accounts Receivable Manager” and “Accounting Manager” security roles right out of the box.