Is there a way to "dress up" a report?

Robert J. shared this question 7 years ago
Answered

That may be the wrong question all together, but I am trying to create a statement for a customer that pays monthly for a number of separate events. I have created a report, but it is less than attractive. Is there a way to add a header?


If this is the wrong direction or there is an easier way to create a statement for open invoices for a particular customer, please advise.

Best Answer
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To "dress up" a Lead report, you could copy the contents out and paste it into a Word doc or something.


Or you could make a new quote and using the Quick Add, enter each event as it's own line item. Then send over an invoice for that.

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1

To "dress up" a Lead report, you could copy the contents out and paste it into a Word doc or something.


Or you could make a new quote and using the Quick Add, enter each event as it's own line item. Then send over an invoice for that.

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