Design settings of Invoicing tool

Article author
Manuela Lupo
  • Updated
Invoices and estimates can be personalized to adapt to your or your company's information. You can customize the design of the invoices. This article explains how to modify this information.

 

If the Invoices tab is unavailable on your account, you can activate this feature by going to the marketplace tab and > invoices > activate. Here, you find an article on how to activate the invoicing tool, and here, you can find an article on how to set up the invoicing tools.

Settings:

Type of invoice: this is the format of the invoice, and you can select between simplified and detailed. 

Simplified: Items in invoices will be grouped by category

Detailed: Items in the invoices will be displayed without grouping them.

Invoice default footer: you can add some text that will appear in the footer of your invoices and estimates.Invoice color: you can customize the color of the invoice.

Invoice logo: You can add a logo to your invoice, the recommended logo size is: Width: 150px - Height: 80px

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Then do not forget to click on > Save.

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