Invoice Templates

Customizing Invoice Templates

To customize invoice template in frieght module of CargoEZ,

1. Go to Settings menu on the left side.

2. Select Email Templates.

3. Look for the Invoice-Mail-Template.

4. Click the button, it will prompt to Update Template window.

5. Make the necessary changes and click Update.

This template will automatically populate when you click Send in the Invoice section of the Finance tab within the shipment file. Please refer to the Create Invoice section for more details.