How to add a QR code in the Invoices App?

Updated on March 8, 2022 01:05AM by Admin

Invoices App allows you to record the sale against items or services. QR code helps you to get quick information and can get the information about the records just by scanning the QR code in any QR code scanner and being able to print the invoices along with the QR code.

Note: This feature is available in Enterprise and Ultimate plans.

Steps to add QR code:

  • Log in and access the Invoice app from the universal navigation menu bar.
  • Click on the More(...) icon and go to Settings.
Invoices settings
  • On the settings page, go to Customize App → Master Layout.
  • Drag and drop the One-Column section which is under the Palette tab.
IN - One Col
  • Drag and drop the QR code attribute into the One-Column section.
IN - QR Attri
  • Now change the section name by using the Inspector tab.
IN - Sec name
  • By clicking the QR attribute, the inspector tab will open.
  • Now enter the Name for the QR code attribute and click on the Customize Content button under the Reference section.
IN - Customize Content
  • Customize content pop up will appear and insert the attributes as per your business requirements.
  • For instance, let’s consider the attributes invoice#, customer, and contact.
  • Click on the Update button.
IN - Updated
  • Click on the Save button to save the changes.
IN - Save changes
  • Now go to the home page and select any invoice.
  • Let’s consider invoice# 2021-861122 and click on More Details (...).
IN - More Details
  • Here, you can see the QR code and you can scan the QR in any scanner and the information will be displayed.
IN - QR code

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