{"id":10743,"date":"2025-06-16T08:39:07","date_gmt":"2025-06-16T03:09:07","guid":{"rendered":"https:\/\/factech.co.in\/blog\/?post_type=ufaq&#038;p=10743"},"modified":"2025-06-16T08:40:17","modified_gmt":"2025-06-16T03:10:17","slug":"how-to-update-invoice-format-in-factech-automation","status":"publish","type":"ufaq","link":"https:\/\/factech.ai\/blog\/ufaqs\/how-to-update-invoice-format-in-factech-automation\/","title":{"rendered":"How to update invoice format in FacTech Automation?"},"content":{"rendered":"<div  class=\"ewd-ufaq-faq-list ewd-ufaq-page-type-load_more ewd-ufaq-category-tabs- ewd-ufaq-faq-category-title-accordion\" id='ewd-ufaq-faq-list'>\n\n\t<input type='hidden' name='show_on_load' value='' id='ewd-ufaq-show-on-load' \/>\n<input type='hidden' name='include_category' value='' id='ewd-ufaq-include-category' \/>\n<input type='hidden' name='exclude_category' value='' id='ewd-ufaq-exclude-category' \/>\n<input type='hidden' name='orderby' value='date' id='ewd-ufaq-orderby' \/>\n<input type='hidden' name='order' value='desc' id='ewd-ufaq-order' \/>\n<input type='hidden' name='post_count' value='-1' id='ewd-ufaq-post-count' \/>\n<input type='hidden' name='current_url' value='\/blog\/wp-json\/wp\/v2\/ufaq\/10743' id='ewd-ufaq-current-url' \/>\n\t\n\t\n\t<div class='ewd-ufaq-faqs'>\n\n\t\t<div  class=\"ewd-ufaq-faq-div ewd-ufaq-faq-column-count-one ewd-ufaq-faq-responsive-columns- ewd-ufaq-faq-display-style-default\" id='ewd-ufaq-post-10743-ZifwsTsP0O' data-post_id='10743'>\n\n\t\t\n\t<div class='ewd-ufaq-faq-title '>\n\t\n\t<a class='ewd-ufaq-post-margin'  href='https:\/\/factech.ai\/blog\/ufaqs\/how-to-update-invoice-format-in-factech-automation\/' >\n\n\t\t<div class='ewd-ufaq-post-margin-symbol ewd-ufaq-square'>\n\t\t\t<span >A<\/span>\n\t\t<\/div>\n\n\t\t<div class='ewd-ufaq-faq-title-text'>\n\n\t\t\t<h4>\n\t\t\t\tHow to update invoice format in FacTech Automation?\t\t\t<\/h4>\n\n\t\t<\/div>\n\n\t\t<div class='ewd-ufaq-clear'><\/div>\n\n\t<\/a>\n\t\n<\/div>\n\t\n\t<div class='ewd-ufaq-faq-body' >\n\n\t\t\n\t\t\t\n\t\t\n\t\t\t<div class='ewd-ufaq-post-margin ewd-ufaq-faq-post'>\n\t<p data-start=\"146\" data-end=\"451\">Sometimes, a site may need to update details like bank account information, email ID, mobile number, or other content shown on the invoice. In Factech Automation, users with the right permissions can update the invoice format on their own without depending on <strong data-start=\"385\" data-end=\"432\">FacTech team<\/strong> for these changes.<\/p>\n<p data-start=\"146\" data-end=\"451\"><strong>Steps:<\/strong><\/p>\n<ul data-start=\"475\" data-end=\"810\">\n<li data-start=\"475\" data-end=\"566\">\n<p data-start=\"478\" data-end=\"566\">Log in as an <strong data-start=\"495\" data-end=\"504\">Admin<\/strong> or <strong data-start=\"508\" data-end=\"522\">Accountant<\/strong> with permission to update bill templates.<\/p>\n<\/li>\n<li data-start=\"567\" data-end=\"612\">\n<p data-start=\"570\" data-end=\"612\">Go to <strong data-start=\"576\" data-end=\"609\">Settings \u2192 Template \u2192 Billing<\/strong>.<\/p>\n<\/li>\n<li data-start=\"613\" data-end=\"662\">\n<p data-start=\"616\" data-end=\"662\">Select the <strong data-start=\"627\" data-end=\"640\">Bill Plan<\/strong> you want to update.<\/p>\n<\/li>\n<li data-start=\"663\" data-end=\"723\">\n<p data-start=\"666\" data-end=\"723\">Click on <strong data-start=\"675\" data-end=\"686\">Preview<\/strong> under the <strong data-start=\"697\" data-end=\"712\">Bill Format<\/strong> section.<\/p>\n<\/li>\n<li data-start=\"724\" data-end=\"810\">\n<p data-start=\"727\" data-end=\"810\">Make the necessary edits (like changing bank details or contact info).<\/p>\n<\/li>\n<li data-start=\"724\" data-end=\"810\">\n<p data-start=\"727\" data-end=\"810\">Click on <strong data-start=\"801\" data-end=\"809\">save <\/strong>button.<\/p>\n<\/li>\n<\/ul>\n<p>This feature makes it easy to keep your invoices up to date without delays. Just be sure to review the format carefully before finalizing any changes and avoid changing brackets, formulas, or any code to prevent errors.<\/p>\n<\/div>\n\t\t\n\t\t\t<div class='ewd-ufaq-faq-custom-fields'>\n\n\t\n<\/div>\n\t\t\n\t\t\t\n\t\t\n\t\t\t\n\t\t\n\t\t\t\n\t\t\n\t\t\t\n\t\t\n\t\t\t<div class='ewd-ufaq-permalink'>\n\t\n\t<a href='https:\/\/factech.ai\/blog\/ufaqs\/how-to-update-invoice-format-in-factech-automation\/'>\n\t\t\n\t\tPermalink\t\t <div class='ewd-ufaq-permalink-image'><\/div> \t\n\t<\/a>\n\n<\/div>\n\t\t\n\t\t\t\n\t\t\n\t\t\t<div class='ewd-ufaq-back-to-top'>\n\t\n\t<a class='ewd-ufaq-back-to-top-link'>\n\t\tBack to Top\t<\/a>\n\n<\/div>\n\t\t\n\t<\/div>\n\n<\/div>\n\t<\/div>\n\n\t\n<\/div>","protected":false},"excerpt":{"rendered":"<p>A How to update invoice format in FacTech Automation? Sometimes, a site may need to update details like bank account information, email ID, mobile number, or other content shown on the invoice. In Factech Automation, users with the right permissions can update the invoice format on their own without depending on FacTech team for these<\/p>\n","protected":false},"author":10,"featured_media":0,"comment_status":"closed","ping_status":"closed","template":"","ufaq-category":[281,167],"ufaq-tag":[3826,3827],"ufaq_folder":[],"class_list":["post-10743","ufaq","type-ufaq","status-publish","hentry","ufaq-category-bill-generation","ufaq-category-billing","ufaq-tag-how-to-update-invoice-format-in-factech","ufaq-tag-update-template-in-factech"],"aioseo_notices":[],"aioseo_head":"\n\t\t<!-- All in One SEO 4.9.10 - aioseo.com -->\n\t<meta name=\"description\" content=\"Sometimes, a site may need to update details like bank account information, email ID, mobile number, or other content shown on the invoice. In Factech Automation, users with the right permissions can update the invoice format on their own without depending on FacTech team for these changes. Steps: Log in as an Admin or Accountant\" \/>\n\t<meta name=\"robots\" content=\"max-image-preview:large\" \/>\n\t<meta name=\"author\" content=\"Ramniwas\"\/>\n\t<meta name=\"google-site-verification\" content=\"bMY0XhozZ3CQEqu6lNXmavGiAJg74GXiXzj17fnZUy4\" \/>\n\t<link rel=\"canonical\" href=\"https:\/\/factech.ai\/blog\/ufaqs\/how-to-update-invoice-format-in-factech-automation\/\" \/>\n\t<meta name=\"generator\" content=\"All in One SEO (AIOSEO) 4.9.10\" \/>\n\t\t<meta property=\"og:locale\" content=\"en_US\" \/>\n\t\t<meta property=\"og:site_name\" content=\"Facility Technology - Simplifying Facilities...\" \/>\n\t\t<meta property=\"og:type\" content=\"article\" \/>\n\t\t<meta property=\"og:title\" content=\"How to update invoice format in FacTech Automation? - Facility Technology\" \/>\n\t\t<meta property=\"og:description\" content=\"Sometimes, a site may need to update details like bank account information, email ID, mobile number, or other content shown on the invoice. 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