Customising sales documents

Tailor your sales invoices to suit your business, industry and customers. Choose a topic below to learn more.

Templates and logos

• Use an existing invoice to create a template
• Edit your business details
• Choose an invoice template
• Working with logos
• Invoice theme colour
• Fonts

Document emails

• Set your email reply address
• Set 'send me a copy' as default
• Set document attachments as default
• Set a default document email message

Document preferences

• Document headings
• Transaction prefixes
• Invoice numbering
• Contact details and addresses on documents
• Remove the due date from your sales invoices
• Remove the customers contact name from your invoices
• Customise line items
• Footer, T&C's & Notes on documents