Customizing your invoice

• Navigate to 'Invoice Details'
• Click the arrows to expand any section and edit the information

From: Your invoices will always include your business logo, name, and address as configured in your branding settings. You can customize those under Settings > Business Info

To: The client who will receive the invoice. If this invoice is for a nested client, you will see the information of the main contact and the nested client. Click on Add recipients to CC additional email addresses on the invoice notification. 

Business address: This will be prepopulated with your account business address. Click the pencil icon to alter it. 

Invoice Label: The label which appears at the top of the invoice. You can change it to quote, or receipt, for example. 

Currency: Currency will default to your account currency, but you can invoice in a different currency if needed. 

Invoice Number: This counter automatically increments. Keep in mind that two invoices may not have the same number. 

Purchase Order: Optionally, use this to reference a shipping or purchase order. 

Issue Date: The date on which the invoice was issued. You can backdate it. Due Date: The date by which payment/estimate approval is due. If the client does not pay by the specified date, you can send reminders and follow ups. 

Item List Add the products and services your client is being billed for. 

Terms and Notes

Note: Add personalized notes to the client. You can save the note for future invoices. 

Terms and Conditions: Your business terms and conditions, defined in your online payment settings. 

Online Payment Options: The online payment options available to your client will default to your account payment settings, but you can toggle online payment on and off per invoice. You can also choose to enable partial payments successfully. For example, you may only want to offer payment in installments to well-established clients. 

The grand total is automatically calculated, considering any taxes and discounts. After updating settings on the My Notifications tab, click Save Changes.