Customising 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.

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.

Templates

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.

Logos

You might want your invoice to include your company logo or the logo of any professional or trade body your company is associated with.

Select Add a logo and navigate to the image file you want to use.

Logos must meet certain requirements to make sure they don't appear stretched, blurry or pixelated on your invoice. This means the maximum file size for any image is 1MB, and the file format must be a JPG, PNG or GIF.

Company 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.

We'll warn you if things aren't quite right but you might want to use an image editing package on your computer to manipulate your images before uploading. There are also online image editors that allow you to resize images while maintaining the correct aspect ratio so they don't appear stretched or blurry.

Theme colour and font

Choose an accent colour for your documents. You'll see how the colour change affects some of the tabular data on your invoice. You can also change the font and font size used.

Document preferences

Select 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.

Document emails

Select 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.

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.

customize button menu