Administrators can access the Cloudpermit configuration from their Dashboard. Navigate to the User Menu in the Cloudpermit header, expand the drop-down menu, and select the desired configuration item from the drop-down list. This tutorial shows how to modify a template for an invoice in the Template configuration. This template type is visible to all municipalities with the Fees & Payments enabled.
- Select Templates.
- Select the Invoice template in the Fees & payments templates.
- Click Preview PDF to view the template in PDF format.
- Click the cross on the right top to close the preview and return to the previous view.
- Click Edit to modify invoice group and invoice item snippets.
- Make edits and click Close to close the edit mode.