Check your standard branding theme for a receipt or remittance advice

After you've created a standard branding theme for a receipt or remittance advice, check that it looks the way you want before sending it to your contacts.

Check your receipt standard branding theme

  1. Create a standard branding theme for your receipts.

    Add a standard branding theme

  2. Find an invoice that has been paid and open it.

  3. Click the Payment link.

    Image showing payment link

  4. Click Options and select View Receipt (PDF).

    Image showing

  5. Select your branding theme.

  6. Click OK.

  7. Click Print now.

  8. Open the downloaded PDF file and check it to see if the layout is correct.

Check your remittance advice standard branding theme

  1. Create a standard branding theme for your remittance advice.
    Add a standard branding theme

  2. Find a bill that has been paid and open it.

  3. Click the Payment link.

    Image showing payment link

  4. Click Options and select View Remittance (PDF).

    Image showing view remittance selected

  5. Select your branding theme.

  6. Click OK.

  7. Click Print now.

  8. Open the downloaded PDF file and check it to see if the layout is correct.