How to add a new profile to the Next
Invoice:
- Click on the
gear icon, in the top
right corner, then
choose Settings →
Profiles.
- From a new
page, click on the +
icon, on the right,
hovering above the
list. A small pop-up
will appear. Enter the
desired profile name
here. Click on the
“Save”
button.
- Once you click on Save, a new page
will load with options to edit your
profile.
- First step is to add company details
to which the invoices will be sent.
Once all details have been entered,
make sure to click on Next, instead of
Save button.
- On the 2nd step, you may upload the
logo of the company, which will be
presented on the invoices sent. This
may be done by clicking on the empty
space or by dragging the image to this
same space as well.
- Step 3 is to select the default
invoice settings such as language in
which it will be sent, payment term
(number of days until the invoice due
date), position of the logo on the
invoice itself etc.
- Step 4 is to set a default invoice
sending parameter such as the default
email address from which it will be
sent, default CC (if any), default
text sent in the email body,
etc.
Once you have set up all of
these steps, click on Save after this new
profile will be added to the list.
Only one profile can be selected
at the time, which is done by clicking on
the slider, next to the profiles'
description.