The Invoice Customization feature enables you to define the elements of your invoice customization to control how invoices appear across your business entities.

Default invoice customization

If you create only one invoice customization, the service automatically designates it as the default customization and applies it to all generated invoices.

If you create multiple invoice customizations, you must include the appropriate customization code in the invoice request to specify which customization to apply.

If multiple customizations exist and the request does not include a customization code, the service automatically applies the default invoice customization.

Add an invoice customization

To add an invoice customization, follow these steps:

Select Invoice IQ > Invoice Customization.
Click Add Invoice Customization.
Enter all applicable information, noting all required fields.
Click Save Invoice Customization.

Field descriptions

This table lists the available fields and their descriptions.

Field	Description
Customization Code	The unique identifier for the invoice customization.
Invoice Email Subject	The subject line for the invoice email notification.
Credit Note Email Subject	The subject line for the credit note email notification.
Send From Email	The sender's email address.
Reply To Email	The email address used for replies.
Custom Footnote	The user-defined footnote in the email notification.
Upload Logo	Select this option to upload an image file for the business logo.
Set Logo URL	Select this option to enter the web address of the business logo image file.

Previously configured logos appear in the Previous Logo section.