When setting up your Agency we will need to add in the invoice template, this template is going to reflect the invoices and what they are going to display for your host clients.
To get a copy of the invoice template this is found in the administrator log in.
Settings > System Settings > Invoice Template > Download
Once downloaded as a word document you are able to made your changes, if you are needing to use various bank details across your template please ensure these are included as merge fields and the bank details are placed in the agency settings when re-uploading your template.
When you are happy with your template you are then able to re-upload this into the system, this is within the agency company. Ensuring that you are saving these details.
You can either save this newly updated template as a global template in the System settings above, or do it on an individual company level below:
Company > Timesheet > Change Agency Settings > Add new template
You are able to amend the template once invoice have already been created and these changes will flow back through.