Customizing Invoices and Estimates

1. Customize Billing Address and Business Info

• Modify the billing address and business information as necessary.

2. Customize Invoice Label

• The label at the top of the document can be modified.
• The default for an invoice is "Invoice", and for an estimate, it is "Estimate".

3. Currency

• The currency defaults to the account's currency.
• To change the currency per invoice, enable the option to accept different currencies in the Payment Settings.

4. Invoice/Estimate Number

• Invoice numbers are automatically updated. The first invoice will be 0000001, and subsequent invoices will increment by one.
• Invoice numbers must be unique and can only increase.

5. Issue Date / Due Date

• The issue date is typically the day the invoice is created, but it can be backdated if needed.
• Set the due date accordingly.

6. Items List

• List the services or products the client is paying for.
• Taxes and discounts can be applied to items here.

Note:

• Recipients can be added to the invoice if it needs to be sent to more than one client by adding their email addresses in the Send to additional recipients field.