Summary
How to personalise your invoices with your branding and configure default invoice settings in Sage Sole Trader. his helps you streamline the creation of professional looking and consistent invoice documents.
Description
NOTE:
Invoice customisation is only available for customers on the paid plan.
The Customise invoices area has two tabs.
In the Design tab you can:
- Add a logo
- Change or remove a logo
In the Default details tab you can:
- Set the default due date
- Add or edit your bank account details
- Add payment instructions
- Add a footer to include additional information or notes
NOTE:
Coming soon: the ability to change your invoice numbering.
Resolution
- Go to the Settings page.
- Select Customise invoices.
By default you'll be in the Design tab, to set default invoice details, select Default details.
TIP:
If you need invoice templates or further invoice customisation, consider upgrading to Sage Accounting.
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