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:
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