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kateferguson199
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Can I import the actual template for the invoice? With AI, our clients invoices are getting more and more complex and are more specific to their reading bots. I have a specific format I need to use for an invoice for a large client, but I see that i can only import DES files and have no idea how to put it in that format.

 

I used the QB template editor to create the invoice, but I can't match the data fields as the bot needs them side by side, and the automated data fields are above and below.

 

I need INVOICE NUMBER then in the next box #22222 when I try to use the data field it's:

INVOICE NUMBER

#22222

 

and I can't edit it to be the way I need it. 

 

how do i edit data fields? Is there a software add on that I can use for this?

 

Kate [removed].

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