9/3/2023 0 Comments Customized invoicesThis saves you time when trying to customize invoices for your business. If you are creating a sales invoice, you can use the Customize menu at the bottom of the New Sales Invoice page to jump to customization settings. This page also changes the reply address for any emails you send, whether you want to receive a copy, and whether you want to attach a PDF version of your document to your email. This standard text is pre-populated when you create your sales invoice but you can easily customize it before sending the email to a customer. The Document emails page is where you can change the default text sent when you email an invoice, statement or other document. Go to Settings, Business settings, Document emails. These can easily be changed on a per invoice basis when you create your invoice. There are also options to include your standard terms and conditions and any notes (such as bank payment details). You can include up to three columns' worth of information. This page is also where you can edit the footer details that are included on your document. There are also options to change what is shown on your invoice and what the columns are called. If you want to call Sales Invoice something different you can, if you want to tailor the prefixes used for your sales documents and start from a particular number, you can. The Document preferences page allows you to change what things are called to best suit your business. Select Settings, Business settings, Document preferences. You can also change the font and font size used. You'll see how the color change affects some of the tabular data on your invoice. Use the Plus and Minus buttons to zoom in or out on the image or Reset the image to start over.Ĭhoose an accent color for your documents. Once uploaded, reposition the image as needed within the preview area. The file format must be a JPG, PNG or GIF.īusiness logos should be a maximum of 280 pixels wide by 200 pixels high.Īssociation logos should be a maximum of 180 pixels wide by 200 pixels high. Our invoice generator gives you two easy options to send an invoice. Logos must meet certain requirements to make sure they don't appear stretched, blurry, or pixelated on your invoice: Customize your invoice by adding a logo and selecting your brand color How to send an invoice Once your first invoice is complete, you’ll need to learn how to send it to your client. Select Add a logo and then browse to the image file you want to use or drag and drop it on Add a logo. Up to 5 times faster order processing by automating. If you've been with us for a while you may find your template is from our older selection and is listed in Can't find your template? at the bottom of the section. Create personalized invoices, packing slips, labels and more, directly from your ecommerce platform. A selection of templates are provided to suit both service and product-based businesses. ![]() To see which template is currently being used and the other templates that are available. You can use the Custom Invoice, and all the templates in our library, for free.Select Settings, Templates and Logos.
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