It is available in popular file formats like Word, Excel, and PDF. This saves you time when trying to customize invoices for your business. An invoice template is a preset, customizable template that you can repeatedly use to invoice your customers. 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 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. 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. The Document emails page is where you can change the default text sent when you email an invoice, statement or other document. Go to Settings, Business settings, Document emails. These can easily be changed on a per invoice basis when you create your invoice. There are also options to include your standard terms and conditions and any notes (such as bank payment details). You can include up to three columns' worth of information. Invoice Forms Starting at 47.00 Custom Forms Starting at 47.00 Bills of Lading Starting at 47.00 Receipt Books Starting at 47.00 Work Order Forms Starting at 47.00 Branded Aluminum Portfolios Starting at 47.00 Labels - Tags Starting at 15.15 Promotional Bags Starting at 10.95 Service Labels by Industry Starting at 55. This page is also where you can edit the footer details that are included on your document. There are also options to change what is shown on your invoice and what the columns are called. 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. The Document preferences page allows you to change what things are called to best suit your business. Select Settings, Business settings, Document preferences. You can also change the font and font size used. You'll see how the color change affects some of the tabular data on your invoice. Use the Plus and Minus buttons to zoom in or out on the image or Reset the image to start over.Ĭhoose an accent color for your documents. Once uploaded, reposition the image as needed within the preview area. The file format must be a JPG, PNG or GIF.īusiness logos should be a maximum of 280 pixels wide by 200 pixels high.Īssociation logos should be a maximum of 180 pixels wide by 200 pixels high. Logos must meet certain requirements to make sure they don't appear stretched, blurry, or pixelated on your invoice: Select Add a logo and then browse to the image file you want to use or drag and drop it on Add a logo. 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. A selection of templates are provided to suit both service and product-based businesses. To see which template is currently being used and the other templates that are available. This is where you will find your previously paid bills.Select Settings, Templates and Logos. It then goes to the archives of the Invoice tab. Once you have received a payment for an invoice, add this information to the invoice. In step 4 under the communication history, you will see if the email was sent, opened, or if the invoice was paid. As soon as you send one, just look at its status by going to the Invoice tab and selecting the invoice. Your invoices are one hundred percent trackable.
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