About invoicing

Learn how to print and customize your invoices.

Our invoicing feature can generate printable formatted versions of your orders, suitable for sending to customers. You can also customize the look and feel of your invoices by adding logos and notes.

In this article we'll cover:

• Adding a business log to your invoices
• Adding a business name and address to your invoices
• Setting payment terms for your invoices
• Adding a note to your invoice

Adding a business logo to your invoices 

To add a logo to an invoice:

1. Go to your Settings page

2. Select the Invoice Settings option from the menu that appears.

   

3. You should see a section called LOGO on the page that appears. At the bottom, you will see a field where you can add your logo, then click the Save Details button at the bottom of the form.

   

4. Return to the Invoice view for an Order, and you should now see your logo at the top of the page.

We will scale your logo down to a maximum of 300 pixels wide or 100 pixels high, whichever is larger, so it will fit nicely on your invoice. It’s best to use a large, high-quality logo to ensure maximum printing quality.

Adding a business name and address to your invoices 

You can add both your business name and address to your printable invoices. To set your business name and address:

1. Go to your Settings page

2. Select the Invoice Settings option from the menu that appears.

   

3. Add your business name (and address details if you wish) to the Invoice Address field. Click the Save Details button at the bottom of the form to confirm the changes.

   

4. Generate a new invoice, and your business name and address appear in the top right-hand corner of the file.

Setting payment terms for your invoices 

1. Go to your Settings page

2. Select the Invoice Settings option from the menu that appears.

   

3. Enter your payment terms in the Payment Advice Note field. Click the button at the bottom to confirm the changes.

   

4. Generate a new invoice, and you should now see your payment details appearing at the end of your invoice.

To add payment terms to a single order rather than all, see Adding a note to an invoice below.

Adding a note to an invoice 

To add a note to a specific invoice:

1. Go to your Settings page

2. Select the Invoice Settings option from the menu that appears.

   

3. Ensure the check box next to Show Customer Message is checked. Click the Save button at the bottom of the form to confirm the changes.

   

4. Now, head to the Order where you want to create a Customer Message and click Edit Details.

   

5. Scroll down until you see the section labeled Additional Details. In this section, you will find a field called Customer Message.

   

6. Type in your customer message, and then click Save Order.

   

7. Generate your Invoice, and your message will appear at the end of the file.