Customize Invoices
On the Invoice Customization page, you can create and edit the invoices you send to your clients.
On the Invoice Customization Settings page, select an invoice to view it.
Note
In the top right corner of the page, select Preview Invoice to view what the invoice will look like for the customer.
In the top right corner of the Invoice Customization Settings page, select Create.
On the Invoice Customization Setting page, enter the invoice information and select Save Invoice Customization Setting. See the "Invoice Customization Field Descriptions" below for more information about the invoice fields.
Note
In the top right corner of the page, select Preview Invoice to view what the invoice will look like for the customer.
Invoice Customization Field Descriptions
Section and Field | Description |
|---|---|
Name | Enter a relevant name. |
Company Name | The name of your organization. |
Remittance Address | The address of your organization for receiving payments. |
Contact Email | Contact email address for your organization. |
Footer Text | Add any text to display in the footer of the invoice, such as a message relevant to the invoice. |
Branding section | |
Accent Color | Accent color according to your organization's branding. |
Logo | Your organization's branding logo. |
Billing section | |
Payment Details | Select Add an entry, and enter a label and a value. |
Other Information | Select Add an entry, and enter a label and a value. |