Invoice Customization UI

You can use this UI to customize your invoices.

To access the UI, click Invoice Customization.

Invoice Customization UI

The Invoice Customization UI shows the customizations that you have already created, which you can edit:

Invoice Customization UI

Invoice Customization UI

Add Invoice Customization UI

To add a new customization, click Add Invoice Customization. The following UI is displayed:

These settings are explained in the following table:

SettingDescription
Customization CodeAdd a code that will be used to identify the customization.
CorrespondenceGroups correspondence information.
Invoice Email SubjectSpecify a subject line for invoice emails.
Credit Note Email SubjectSpecify a subject line for credit note emails.
Reply To Email Specify an email address for replies.
Custom FootnoteSpecify a footnote.

Business Logo UI

You can add an image file or URL with your business logo in the Business Logo section:

These settings are explained in the following table:

SettingDescription
Upload LogoSelect this option to upload an image file that will be used as a logo.
Set Logo URLSelect this option to retrieve the logo from another location via URL.
Choose FileIf you are uploading a file, use this button to choose the file.

Any logos that have already been configured are displayed in the Previous Logo section.