You can customise your invoice template by pre-defining the various settings. You can add new fields for discounts, service date, description, notes, terms, PO number, deposit total, and add custom fields. Changes made in your invoice settings will be applied to all your new invoices.

You can activate or disable these settings from within an invoice:

  1. Click on the + (Create) icon → Invoice

  2. Click on the gear (Customise) icon

  3. Select the values you’d like to add or remove from your invoices, or add a custom field

  4. Click on Save and close

You are able to create up to three custom fields to meet the specific needs of your business.

Customise your invoices