Customize sales documents
Add your business logo to documents such as sales invoices.
Choose a template for your documents.
Change the theme colour
and font- this changes the colour used on the headings etc.
Preview your changes.
Customized invoices help you present a professional image in keeping with your brand to your customers. For example, you may wish to choose a template that matches your brand colours, or add a company or association logo.
If you want to customize your invoices by changing the template or adding a logo, or want to change the labels and headings used on the invoice, or the text of the emails sent to customers, you can do so from settings or when creating a sales invoice.
Any changes you make will only apply to new documents you create. Existing documents are only updated when you edit and update them.
Templates and logos
Select Settings, Templates and Logos.
to see which template is currently being used and the other templates that are available. A selection of templates are provided to suit both service and product-based businesses. If you've been with us for a while you may find your template is from our older selection and is listed in Can't find your template? at the bottom of the section.
Select Add a logo and then browse to the image file you want to use or drag and drop it on Add a logo.
Logos must meet certain requirements to make sure they don't appear stretched, blurry, or pixelated on your invoice:
The file format must be a JPG, PNG or GIF.
Business logos should be a maximum of 280 pixels wide by 200 pixels high.
Association logos should be a maximum of 180 pixels wide by 200 pixels high.
Once uploaded, reposition the image as needed within the preview area. Use the Plus and Minus buttons to zoom in or out on the image or Reset the image to start over.
Choose an accent colour for your documents. You'll see how the colour change affects some of the tabular data on your invoice.
Select Settings, Business settings, Document preferences.
The Document preferences page allows you to change what things are called to best suit your business. If you want to call Sales Invoice something different you can, if you want to tailor the prefixes used for your sales documents and start from a particular number, you can. There are also options to change what is shown on your invoice and what the columns are called.
This page is also where you can edit the footer details that are included on your document. You can include up to three columns' worth of information.
There are also options to include your standard terms and conditions and any notes (such as bank payment details). These can easily be changed on a per invoice basis when you create your invoice.
Go to Settings, Business settings, Document emails.
The Document emails page is where you can change the default text sent when you email an invoice, statement or other document. This standard text is pre-populated when you create your sales invoice but you can easily customize it before sending the email to a customer.
This page also changes the reply address for any emails you send, whether you want to receive a copy, and whether you want to attach a PDF version of your document to your email.
Previewing an invoice
Select Preview on the Templates and Logos page to see the effects of your changes. This will open a full-screen preview of a sales invoice.
Creating a sales invoice
If you are creating a sales invoice, you can use the Customize menu at the bottom of the New Sales Invoice page to jump to customization settings. This saves you time when trying to customize invoices for your business.