Before you begin
Navigate to Setup > Customise invoices
Ensure you’re familiar with local regulations and regarding invoice formatting
Changes will only apply to new invoices, not previously generated ones
Use the Preview function to review changes before saving
Invoice fields
Branding
Header name: Enter your property name for the invoice header
Invoice logo: Upload your property logo (PNG, JPG or GIF format, file size between 50-200 KB)
Invoice numbering
Prefix: Add text before the number (e.g., “INV”)
Start count: Choose the starting number (e.g., 001)
Suffix: Add text after the number (e.g., “-INV)
The start count can only be modified when changing the prefix or suffix.
Tax information
Primary Tax ID: Set your main tax identification number
Secondary Tax ID: Add an additional tax number if required
Tax display options
Choose how to display tax amounts:
Inclusive of tax
Exclusive of tax
Payment policy
To update the payment terms displayed on invoices:
Navigate to Setup > Policies
Click the pencil icon next to Payment policy
Update and click Save