Customizing your invoices is a helpful step in enhancing the appearance and the information included in your invoices. Follow these simple steps below to customize your invoice look!
Navigate to the Billing main menu on the left side of the screen.
Head to Invoice format under the heading Setup.
An Invoice is broken into three parts:
Invoice title & subtitle
Header (bearing your business information, contact details and tax information)
Footer
You can customize each of these parts by clicking on the respective drop-downs.
Invoice title & subtitle
You can customize the Title as per your business format or compliance needs (for example: you could replace the word Invoice with Bill/Statement/Receipt). If you wish to include the prefix ‘Tax' in the invoice title, check the box.
Optionally, you could add an invoice Subtitle.
Then, click Save to apply the changes.
Header
Include your Business information, which includes the Business name and Logo). Add the Address (the location of your business), which consists of the Country, Street Address, City, State, and Postal Code.
Next, add your Contact information such as Phone Number and Email, and optionally, your Website.
Under Tax information, enter the Tax Name and Tax Registration Number.
Do not forget to click Save after entering the information under the different headings.
Footer
You can add a Default Note or a Memo to be displayed at the bottom of the Invoice.
Pro tip: Use this space to add payment details for your customers (other than online payments) like bank account details or payment QR codes.
You can also check the box to Also print the same note on payment receipt. Then, click Save.
Line item & tax breakdown
Since tax is now applied per line item (see Adding and Managing Taxes), invoices show a tax column/amount against each line item, and the totals section at the bottom breaks down as: Subtotal, Total excluding tax, individual Tax lines (per rate), Rounded off (if applicable), and Total. This layout is applied automatically and reflects the taxes attached to each item.
Here's a video on how to edit the invoice format:
You can edit this information at any time. Simply remember to click Save after making the required changes.