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We need to be able to see and edit Retainer invoices. There is no "Retainer" template. Please make it available because we cannot even add our logo.
No, the body of the invoice needs to be editable. I want to add terms, options, provisions etc. to the Template of the document so it is always there. That would make this option useful to us.
Thank you for sharing your concern. If you only want to generate the invoice and not send it to the customer, you can uncheck the Send by Email option.
You can preview the generated invoice by clicking the magnifying glass icon. To send the invoice at a later time, click the Resend button.
Even after you go through the trouble of adding a logo to the template and uploading it, it still does not show up in the finished product. AND, you should be able to see a preview of the finished product before sending it off to the client. It's embarrassing for the firm to send such a shoddy document to a potential client.
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