How to preview and modify a template for an invoice

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.  

  1. Select Templates.
  2.  Select the Invoice template in the Fees & payments templates.
  3. Click Preview PDF to view the template in PDF format.
  4. Click the cross on the right top to close the preview and return to the previous view.
  5. Click Edit to modify invoice group and invoice item snippets.
  6. Make edits and click Close to close the edit mode. 

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