Customize Invoice Formats for Sales Orders

Users can very easily customize their invoice format for sales orders by following the below-mentioned procedure. 

Step 1: On the dashboard, click on the “Three dots aka meatball menu”

Step 2: Click on the “Account Settings” option

Once you click on the meatball menu, you will see the following fly-out menu: 

Here click on the “Account Settings” option. 

Step 3: Click on “Invoice Settings”

Once you click on Account Settings you will be navigated to the following page:

Here click on “Invoice Settings”. 

Step 4: Update your information

Once you click on it you will be navigated to the following page:

Here under the “Invoice Display Settings” please enter your email address and contact number that needs to be printed on the invoices and then click on the “save” button. 

For the company logo and signature which needs to be printed on the invoice please click on the “Choose File” option first and select the logo/signature from your system. Then click on the “Upload” button. 

You have now successfully customized invoice formats for your sales orders. 

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