Streamlined Invoice Improvements

Customizing invoices in Patriot Software

Accounting Premium users can add default notes to all customer invoices allowing for terms and conditions or other important information to display on each invoice. These notes can be further customized, if needed, for special invoices. And all accounting customers can now select what business name they want to be displayed on their invoices (tax filing name, DBA, or both) and can also print or email an invoice again after applying a customer payment.

It’s the little things that sometimes make a big difference in saving time. We realize this, and are thrilled to make our accounting software meet your needs. 

For more information, please check out our help article, Customizing Your Invoice Templates.

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