Customizing Invoices

Make every invoice look professional and include all necessary legal details.

Branding

You can customize the look of your invoices:

  1. Logo: Upload your company logo. It will appear at the top-left of every invoice.
  2. Title & Subtitle: Change the default “Invoice” title to “Tax Invoice” if needed, and add a subtitle like “Service Bill”.

Terms & Conditions

Don’t send an invoice without clear terms. You can add default text that appears at the bottom of every invoice:

  • Payment Due Date: e.g., “Net 30 days”.
  • Late Fees: Standard policy for overdue payments.
  • Bank Details: Your account number for direct transfers.

Custom Fields

Need to track extra data? Add Custom Fields to your invoice header.

  • PO Number: Reference the client’s Purchase Order.
  • Project Code: Link the invoice to an internal project ID.
  • Department: Specify which department requested the service.

Taxes & Currency

  • Currency: You can issue invoices in different currencies (USD, EUR, INR) if supported by your plan.
  • Tax Configuration: Set up default tax rates (GST, VAT) that automatically apply to line items.