Customize My Invoice
We're now offering different options to customize your invoice:
- Add your logo
- Choose the numbering format for your invoices
- Add notes
- You can also reset clients balances to 0$
Here is an example:
Here are the steps to follow in order to modify these informations:
Here are the steps to follow in order to modify these informations:
1. Click on
Billing in the left menu
2. Select the
Settings tab
3. You have access to different possibilities for the
Invoice Number Format, namely:
- [yyyy]-[000007] For example: 2022-000080
- [yyyy]-[7] For example: 2022-80
- [000007] For example: 000080
- [7] For example: 80
4. You can include a
Default Invoice Note, which will be displayed at the bottom of the invoice in French or English, depending on your customer's language.
*If you don't know how to change your customer's preferred communication language, click on this link
5. You can reset all clients of the business's balances to 0$ by selecting to
Calculate client balances starting on the desired date
*The logo added on your invoice will be the one added in your Settings > Promote > Home Page. It will automatically be visible on your invoice. To know how to modify it, please follow these steps.
** Note that the customization of the invoice will apply to all employees of the account