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Invoice Settings

Configure company information and customize invoice templates for your business.

Company Information​

Invoice Settings - Company Information

Enter your company details that will appear on invoices.

Company Details​

  • Company Name: Your business name as it appears on invoices
  • Tax Number (ABN): Your tax registration number (e.g., ABN, VAT Number, EIN)
  • Company Slogan: Optional marketing slogan to display on invoices
  • Company Phone: Business phone number for customer contact
  • Company Email: Business email address for correspondence
  • Company Website: Business website URL

Billing Address​

Configure your business address that appears on invoices:

  • Address: Street address of your business
  • City: City name
  • State: Select state (requires country selection first)
  • Country: Select country from dropdown list
  • Postal Code: ZIP or postal code

Note: You must select a country before the state dropdown becomes available.

Saving Company Information​

Click Save Company Settings to apply your company information. This data will immediately be available for use in invoice generation.

Invoice Template​

Invoice Settings - Template

Customize the appearance and format of your invoices.

Generic Template​

Download Template

  • Click Download Generic Template to get the standard invoice template
  • Use this as a starting point for creating your custom template
  • The generic template includes all required fields and replacement tokens

Current Custom Template​

This section shows the status of any uploaded custom template:

  • Initially displays "You have not uploaded a custom invoice template yet"
  • After upload, shows information about your current custom template
  • Indicates when the template was last updated

Upload Custom Template​

Template Requirements

  • File format must be Word document (.docx)
  • Must include proper replacement tokens for dynamic content
  • Should follow the format structure shown in the generic template

Upload Process

  1. Click Choose File to select your custom template
  2. Select a .docx file from your computer
  3. Click Upload Template to apply the new template
  4. The new template will replace any existing custom template

Important Notes

  • Template should be a Word document (.docx) file with proper replacement tokens
  • Download the generic template first to see the required format
  • Custom templates will replace the current template if one exists
  • Test your custom template after upload to ensure proper formatting

Template Tokens​

When creating custom templates, use the tokens shown in the generic template to insert dynamic content such as:

  • Company information
  • Customer details
  • Order information
  • Itemized charges
  • Tax calculations
  • Total amounts

Troubleshooting​

Template Upload Issues

  • Ensure file is in .docx format
  • Check that file size is reasonable
  • Verify template includes required tokens
  • Download and review the generic template for reference

Missing Information on Invoices

  • Verify company information is complete
  • Check that all required fields have been filled
  • Ensure custom template includes necessary tokens
  • Test with sample invoices after making changes