Changing the look of your invoices

Update the way your invoices look from the ‘Customise‘ button.

Display options are auto-saved as default.

Any updates you make will automatically apply to future invoices you create. So you can template how your invoices look, without having to change the settings each time.

Here's some of the things you can customise on your invoice:

General options

  • Colour scheme (apply colour to your invoice to match your company branding.)
  • Show invoice notes
  • Show invoice totals
  • Show breakdown of tax
  • Show any remaining job balance
  • Show which payments have already been received
  • If overdue, mark as overdue

Header options

  • Show company name
  • Show company contact labels (do you want to display ‘tel’, ‘email’, etc labels to your contact information?)
  • Show invoice reference #
  • Show invoice due date
  • Show job ‘for’ address

Items options

  • Description font size (what size do you want your text to be for item descriptions?)
  • Show item descriptions
  • Descriptions on separate page (do you want a summary of all items on the first page, with detailed descriptions to follow on separate page?)
  • One item per page
  • Show item prices
  • Show tax for each item
  • Show material prices
  • Show breakdown of materials
  • Show material quantities
  • Show labour prices
  • Show breakdown of labour
  • Show labour quantities

Footer options

  • Show terms on separate page
  • Show page numbers
  • Show accreditation logos
  • Upload accreditation logos (add new trade association and accreditation logos to your paperwork footer)

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