This guide will help you configure and customize your invoice template for Allowance Negotiation using the Invoice Builder available in E-commerce Settings. You can design the layout, choose which fields to include, and control how invoices are gene
Step 1: Open the Invoice Builder
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Go to the E-commerce section in your admin panel.
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Click on the Allowance Negotiation tab.
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In the top-right corner above the negotiation table, click the More button (three dots).
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Select Invoice Setup from the dropdown.
This opens the Invoice Builder, starting with the Invoice Template tab.
Step 2: Customize the Invoice Template
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In the Invoice Template tab, a default invoice layout will load in the visual editor.
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You can edit the layout by:
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Uploading or changing the logo.
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Adjusting fonts, spacing, colors, and layout blocks.
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Adding or removing sections (e.g. terms, totals, contact info).
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Use drag-and-drop tools to reposition layout blocks.
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Click Save to apply changes.
This layout is used whenever an invoice is generated after Allowance Negotiation is completed.
Step 3: Configure Invoice Fields
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From the left-side navigation panel, go to E-commerce > Configure Fields.
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Click the Invoice Fields tab at the top of the page.
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Here you'll see a list of fields pulled from:
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The E-commerce Item Form
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The Sample Request Form (if applicable)
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You can now:
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Toggle fields on or off to include or exclude them from the invoice.
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Use drag-and-drop to reorder how fields appear on the invoice.
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Changes are saved automatically or via a Save button (based on your UI implementation).
Step 4: Invoice Generation
When an Allowance Negotiation is finalized:
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The invoice will be generated using your saved template and configured fields.
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The invoice is available to download or send based on your workflow.
Notes
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Templates and field configurations are event-specific.
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Changes apply only to future invoices.
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You can reset the invoice template to the system default from the Invoice Template tab if needed.