top of page

Retreat Portal Invoice Template

  • Writer: Support
    Support
  • Feb 5, 2023
  • 1 min read

Retreat Portal is capable of showing the same invoice details that exist in Retreat Manager, but since Retreat Portal is accessed using a web browser the format is in HTML. The following tutorial will explain how to format the template to meet your needs.


Log in to your retreat portal console.


Click the gear icon in the top-right and select Branding.

On the Branding page click Invoices on the left side.

The default settings are minimalist. Click the Refresh button in the Preview area to see what a sample invoice would look like.


The Editor area allows you to adjust colors as well as customize your invoices contact information (name, address, etc.) as well as include a logo. The logo is currently fixed to the top-right of the invoice.


When you change values in the Editor you can simply click Refresh without saving to see what the changes look like. When ready to commit your changes click Save.


To set/change the logo click the Change button towards the bottom of the Editor and the image picker will appear. If you already have a logo uploaded, then you can select it. Otherwise click the Upload Image tab and then click the Browse button to select an image from your computer.


Recent Posts

See All
Insert Image in Marketing Section

In this tutorial we will demonstrate how to insert an image into the marketing section of a program. Here is a video showing all of the steps. Here is an outline of the steps in the video. Click the i

 
 
 
Group Portal User Settings

To access your user settings in the Group Portal click your username in the top-right corner, then select 'Settings'. The user settings allows you to specify the default guest gender when creating new

 
 
Marketing in-person and virtual

In this tutorial we will go over how to market a commuter in a program as either in-person or virtual/zoom. The following is a screenshot...

 
 
 

Comments

bottom of page