We now offer several options to customize your invoices:
Upload your logo
Choose your invoice numbering format
Add notes
Reset all balances to $0
Here’s an example :
Here are the steps to follow to modify this information:
Click on Billing in the left-hand menu.
Select the Settings tab.
You will have access to different options for the invoice number format:
[yyyy]-[000007](e.g., 2022-000080)[yyyy]-[7](e.g., 2022-80)[000007](e.g., 000080)[7](e.g., 80)
yyyycorresponds to the current year.
You can add a default note, which will appear at the bottom of the invoice in French or English, depending on your client’s language preference.
*If you are unsure how to change your client’s preferred language, click here.
You can reset all client balances for the company to $0 by selecting Recalculate client balances from the desired date.
Please note:
Invoice customization will apply to all employees on the account.
The logo displayed on your invoices is the one added under Settings > Promote > Homepage. It will automatically appear on your invoices. To change it, please follow the steps indicated in that section.